News from Mike

How to Retire and Aim for the Same Standard of Living

I recently read an article that said retirees need 70% or more of their pre-retirement income to feel confident and enjoy their retirement years. Unfortunately, only about 25% of Americans are at that level, and many see a decline in their standard of living in retirement.   What can you do to better your situation…

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Your Return is Less Important

Picking an investment with good returns is important. Yet, the risk you incur with that plan is just as important.

In this week’s episode of Mike on Money, Mike explains why your return is less important than you might think.

Retirement Advisor vs Financial Advisor

A retirement focused advisor will have a lot more in-depth knowledge to help you transition into the best phase of your life.

Tune into this week’s episode of Retirement Today, where Mike explains Retirement Advisor vs Financial Advisor.

Great Resignation 2021

In 2021, more people are retiring than ever. With everyone retiring, we thought it best to remind you what you need to have prepared, and why retirement saving is so important.

Check out this week’s episode of Retirement Today, where Mike and Zach cover the Great Resignation of 2021.

What Retirement Income Do I Need?

To plan for a stable flow of retirement income, there are many areas to be prepared for. Your retirement income can be affected by taxes, health, and government. You need to be ready for all.

In this week’s episode of Retirement Today, Mike covers the risks to your retirement income that many advisors overlook, and answers: what retirement income do I need?

How Much Money Do I Need to Retire?

Knowing how much money you need to retire is a specific and personal question, that isn’t answered by random articles you see in the news.

In this episode of Mike on Money, Mike explains a few guidelines you should follow when trying to answer; How much do I need to retire?

Biggest Risk to Retirement

While the health of the market does weigh on the success of your investment portfolio, the actions taken by the US government can often lead to a large impact on your retirement strategies.

Check out this week’s episode of Retirement Today, where Mike explains the impact of legislative risk and why it could be the biggest risk to your retirement.

When to Do a Roth Conversion

Roth conversions can make a lot of sense for people entering into retirement. However, everyone’s financial situation is unique, and there are different paths for everyone.

On this week’s episode of Mike on Money, Mike explains when to do a Roth conversion.

Avoidable Retirement Mistakes

Conventional retirement wisdom may have been useful at some point in history, but it is no longer the right guidance.

Tune into this week’s episode of Retirement Today, where Mike breaks down some avoidable retirement mistakes.

What Is an Annuity? (And Do You Need One?)

There seems to be a lot of confusion surrounding what annuities are, and when you need to use them.

In this episode of Mike on Money, Mike answers the question: What is an annuity? And do you need one?

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