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Income in Retirement, Part 1
Part 1 of Can You Invest Too Conservatively
How should you structure your portfolio for a retirement income that still protects against the hidden risk of inflation? Mike discusses the dangers of investing so conservatively that you reduce the risk of your portfolio going down (volatility) while at the same time increasing the risk of loss of purchasing power.
Listen to the EpisodeCan you invest too conservatively?
How should you structure your portfolio for a retirement income that still protects against the hidden risk of inflation? Mike discusses the dangers of investing so conservatively that you reduce the risk of your portfolio going down (volatility) while at the same time increasing the risk of loss of purchasing power.
Listen to the EpisodeAnnuities: the 1035 tax free exchange
Part 2 of Annuities 101: Mike answers a listener’s question about contributing to an employer’s 401K plan. He then discusses the annuity 1035 tax free exchange.
Listen to the EpisodeHow Annuities Work
Part 1 of Annuities 101: Mike explains how annuities work and some strategies for transferring those assets to an IRA, including using a 1035 tax-free exchange.
Listen to the EpisodeAnnuities 101
Mike answers listener questions about annuities, transferring an annuity to an IRA, advantages of the 1035 tax-free exchanges, and how you can know your marginal tax bracket (and why it’s important).
Listen to the EpisodeSelling Your Business? Unique Gifting Techniques You May Want to Consider First
Business owners take notice!! Listen in before selling your business! Daniel Hicks, Gift Planning Attorney with the National Christian Foundation joins Mike to review several unique gifting techniques.
For more information on the National Christian Foundation, click here.
Listen to the EpisodeHow “Independent” is your Independent financial adviser?
How “Independent” is your Independent financial adviser? Mike discusses the good and potentially bad of being an independent adviser; plus a review of the new Code of Ethics from the CFP Board of Standards.
Listen to the EpisodeThe CARES Act and IRAs
The Coronavirus Aid, Relief, and Economic Security Act—or the CARES Act—is officially the law of the land. Alan Cox, CPA, Head of Estate and Trust Planning at Ronald Blue Trust, joins Mike to discuss the act and the changes related to IRA distributions. If you are taking a Required Minimum Distribution or need to make an IRA withdrawal due to a CORONA RELATED financial consequence, this is a MUST LISTEN TO Podcast!
Listen to the EpisodePlanning During a Stock Market Decline
Watching the stock market decline is not fun, but it does create some unique planning opportunities. Join Mike as he discusses these unique planning ideas such as tax loss harvesting and Roth Conversions.
Listen to the EpisodeSocial Security and Medicare Strategies, Part 2
Eddie Holland, CPA, CFP®, CKA® , Social Security expert, joins Mike to discuss some Social Security claiming strategies as well as Medicare premium and tax strategies. Part 2
Listen to the EpisodeSocial Security and Medicare Strategies, Part 1
Eddie Holland, CPA, CFP®, CKA®, Social Security expert, joins Mike to discuss some Social Security claiming strategies as well as Medicare premium and tax strategies.
Listen to the EpisodeWhat is your Financial Finish Line?
What is your Financial Finish Line? Mike encourages listeners to ask themselves the question “How much is enough for me and my family?” What will your legacy look like? Mike discusses the most tax efficient techniques to help establish your legacy.
Listen to the EpisodeStock market volatility and what you should be doing now!
The stock market volatility has been going through the roof the last few weeks. Mike talks about what you should be doing now!
Listen to the EpisodeLive at the Annual Good News Club Spectacular. Guest Ryan White discusses the SC Future Scholar 529 Education Plan.
Mike broadcasts live from the Greenville Convention Center for the Annual Good News Club Spectacular. Ryan White joins Mike to discuss the SC Future Scholar 529 Education Plan.
Listen to the EpisodeDiversification: Recipe for Mediocrity or Smart Strategy?
Mike Tyson is quoted as saying “Everyone has a plan until I punch them in the face!” Investing can be like that too—you have a good strategy, but as soon as something fearful happens, you blow it up in smoke.
Is diversification a recipe for mediocrity or a smart strategy?
Listen to the EpisodeEstate Planning Updates
Recent changes in estate tax law could cause your estate plan to pass your assets in a way that you don’t intend. Estate planning attorney, Joel Stoudenmire, joins Mike to review the changes and tell you what you need to watch out for. Do you have some type of “Formula Trust” in your documents? This is a must listen to program!
Listen to the EpisodeThe Importance of Diversification
Nick Stonestreet, CEO of Ronald Blue Trust joins Mike to discuss the importance of not owning too much of any one company’s stock. Nick and Mike both share stories of actual situations to illustrate the importance of an effectively diversified portfolio.
Listen to the EpisodeAll I want for Christmas is . . . a TAX BILL?
All I want for Christmas is . . . a TAX BILL? Alan Cox, CPA, Director of Estate/Trust Planning and Estate Settlement joins Mike to discuss the brand new SECURE Act. Everyone who has an IRA needs to hear this!!
Listen to the EpisodeInvestors: Attributes and Mistakes
What are the three key attributes that make an investor successful? What is the biggest mistake people make with investing?
Listen to the EpisodeTaxing IRA Distributions
How are distributions from IRAs taxed? When you’re over 70 ½, is it better to use a Qualified Charitable Distribution when making a gift, or to give appreciated assets?
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