If you’re paying a financial advisor a fee to manage your money, what else should they be able to help you with? Mike shares his ✅-list based on the countless questions he’s been asked about investing and retirement in general during the last 2-plus decades as an advisor.
🚨Spoiler alert: Income Planning is simply one component of many that is key.
See omnystudio.com/listener for privacy information.
Should We Buy the Dips?
This is Your Retirement on Inflation & Volatility
End of Year Market & Tax Insight and Planning for 2022
Could You Uncover a Sale Inside Your Portfolio?
Save a Spot for Inflation at Thanksgiving Dinner
Is The Wall Street Rally Making You Anxious?
The Motivation & Emotions of Investing
Supply & Demand, Inflation and Small Businesses
Deflation Risk & Your Final Frontier
Avoiding Financial Penalties
Have You Had “The Talk” With Your Family
Is a Deep Correction Inevitable?
Battling Bubbles & Americas’ Great Resignation
New Fees & New 401(k) Rules
Economic Impact of Vaccinations
Recent Dips & New vs. Old
Biden & Your Bank Account
Clarifying Texting & Investing Acronyms
Midyear Portfolio Checkup
Preparing for Possible Summer Volatility
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