News from Mike

Opportunity #3…Tax planning

Taxes are the topic of today; when we think about market fluctuations like we’re experiencing now, taxes become an important issue. When markets are up and your IRA, your 401K, and all your investments are growing, it’s easy to look at your pile of assets and worry that the IRS will take a big bite….

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How to Fix It

We don’t have the most exciting or positive topic today. We’ve been talking about the doom and gloom of an impending recession. If you’re out there planning for retirement or thinking about retirement, we’ve been talking about things you can do to protect yourself. I tend to be an optimistic person. I don’t enjoy talking…

The Dangers of a “Diversified” Portfolio

Lately, I’ve been seeing some storm clouds on the horizon of our economy, and I want to warn everyone out there. If you haven’t acted, now’s the time to do it. Protect your retirement. Get the umbrellas out for the impending storm. About 23 and a half years ago my parents retired in January of…

The Current Environment

There is some doom and gloom on the horizon of the economy right now. I’m normally a very optimistic person but things are going on right now that do not bode well for the future, and I would be not doing my job if I didn’t talk about them. You need to know what’s happening…

Retirement Mistake #3

We’re talking about the big mistakes people make. Mistake #1 is not protecting your income. Mistake #2 is taking on too much risk, especially as you’re nearing retirement. Today, we’ll talk about the third big mistake that we see repeatedly, regarding taxes. Mistake #3: People ignore the effects of taxes on their retirement savings. If…

The Secret to a Happy Retirement

I have some secrets to share with you today. Over the past 25+ years, I have helped families become comfortable and secure financially in and through retirement.   If I were to ask you what the secret to a happy retirement is, you might say it’s having $40 million, traveling around the world, or sipping…

Queen for a Day

Mike: We have a special guest today, Elizabeth James. Normally, this is the fun part where I get to be king for a day, but this week we’re going to do something different; Elizabeth is going to be queen for a day. As king, I pick something that annoys me from the financial side of…

Another BIG Retirement Mistake

The number one mistake people make when it comes to their retirement planning is not protecting their income. I can’t stress this enough; if there’s only one thing you can do when planning for retirement, protect your income. However, this isn’t the only mistake people make. My wife could tell you I make multiple mistakes…

Solving the Tax Problem

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…

Don’t Retire Dead Broke!

In this segment, we’re not necessarily talking about financial things. We’re going to have some fun. This is where I get to be king for a day. Each week when I’m king for a day, I make one financial rule just for fun. This week, I’m going to do one financial rule and one fun…

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