News from Mike

Retirement Mistake #3

We had fun in the last segment talking about football, and we came up with some new laws. Now, we’re bringing it back to financial talk. Taxes are on the agenda, and that’s always been my favorite topic. Taxes are important because they affect everyone. When you think about 401K plans, sometimes they can come…

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Our Financial Advising Process

What’s our process? Our financial advising process is simple, and optimized to assist you. Let’s break it down.

Join Zach Holcomb and Michael Reese, CFP, on this week’s Retirement Today, as they breakdown our financial advising process.

Red Flags for Financial Fraud

With the passing of Bernie Madoff, it is critical that we all learn from such a dark mark in financial history. Learning to spot red flags for financial fraud will help us stop more Bernie Madoffs from existing.

Join Michael Reese and Zach Holcomb in this week’s episode, where they will be discussing how to spot red flags for financial fraud.

A Complete Retirement Plan

There are so many moving parts when it comes to planning a complete retirement plan. Is your retirement plan complete or incomplete?

Join Michael Reese, CFP, and Zach Holcomb as they cover this weeks topic, do you have a complete retirement plan?

What is a Fiduciary?

You need to make sure that your financial advisor has your best interests in mind, otherwise, you might not be getting the most value out of their services.

Join Michael Reese, CFP, and Zach Holcomb as they cover this weeks topic, what is a fiduciary?

Life Insurance After Retirement?

Why continue to use life insurance after retirement? There are a lot of tax benefits that most people don’t know about!

Join Zach Holcomb and Michael Reese, CFP as they discuss the reasons why you need life insurance after you retire.

The Three Levels of Advisors

Did you know there are three types of financial advisors, and each level is suited for different needs? If you didn’t, then you should watch today’s podcast and learn which level is right for you.

Join Zach Holcomb and Michael Reese, CFP as they discuss the different levels of financial advisors and what makes them unique.

Will the Market Crash?

The market is at a very historic and unique place currently, and there has been a lot of speculation about a looming market crash. Is the speculation true? Is this something you should be prepared for?

Join Zach Holcomb and Michael Reese, CFP as they discuss the possibility of a nearing market crash, and what you should do about it.

Return on Investment: The Reality

You are probably familiar with the phrase “return on investment”. However, this concept is not always as simple as it seems. There is a common misunderstanding when it comes to what this ACTUALLY means when it comes to your investment returns.

Join Zach Holcomb and Michael Reese, CFP as they explain how losses can tremendously hurt you more then gains when it comes to your investments portfolio.

Potential Tax Changes

It’s a brand new year. We have a democratic president and changes in the senate and congress. That means BIG tax changes are potentially on the horizon for you going forward. Join Zach Holcomb and Michael Reese, CFP as they discuss what is to potentially change tax wise with drastic changes in the White House.

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