News from Mike

Increase Your Financial Security in 1 Simple Step

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

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How This Couple Retired with Confidence

You’ve heard of the three bears of Goldilocks fame? Get ready for the three bears of retirement. Very different bears.

This week’s episode of Mike on Money is a story that helps to address the biggest financial fear in entering retirement.

How Wealthy People Retire

Wealthy people are wealthy due to smart financial choices. For a successful retirement, there’s a few important choices to make, to keep your wealth going into retirement.

Tune into this week’s episode of Retirement Today, where Mike shares his experience guiding a wealthy couple into a successful retirement.

How to Retire on 6 Figures, Tax Free

Retiring with big savings can lead to retiring with a big tax bill.

In this week’s Mike on Money, Mike highlights the best tools to create a tax free retirement, with big savings!

Biggest Retirement Fears

In this week’s episode of Retirement Today, Mike discusses the biggest retirement fears, and provides meaningful and simple solutions to your worries.

Tune into this week’s Retirement Today!

How to Plan for a Successful Retirement

Planning for retirement can be daunting. When you think about the bigger picture, it can seem like there are so many eventualities to plan for.

In this week’s episode of Mike on Money, Mike distills what you need to plan for, in three simple categories.

The Financial Industry Never Learns

Even after financial crises, the financial industry is still suggesting the same advice.

Mike explains how the financial industry never learns, and what to do instead.

Why you DONT use Dividends for Retirement

Re-investing dividends is great strategy for growth and accumulation. However, in retirement, your goals shift.

Check out this week’s episode of Mike on Money, where Mike explains why you DONT use dividends for retirement.

Shift Your Retirement Goals

When you’re goals for retirement have been met, your goals then shift. Your planning must reflect this.

Tune into this week’s episode of Retirement Today, where Mike illustrates why you need to shift your retirement goals.

How a Balanced Portfolio Destroyed My Parents’ Retirement

The balanced, diversified portfolios advertised by big firms aren’t as secure and reliable as one might assume.

Mike explains how a balanced portfolio destroyed his parents retirement.

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