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.
Forecasting Inflation & Volatility
How the Recent Fuel Shortage is Similar to Investing
New Travel Fees & Self-Made Millionaires
The Framework of America’s Lumbar Shortage and Stashed Cash
Lessons from the Bernie Madoff Scandal
How to Spring Clean Your Finances
Investing Isn’t a Game
Questions to Ask Financial Advisors & Uncle Sam
Remembering Rush & How Market Mania and Gas Prices Impact You
Reliving 1st Jobs & the Future of Your Taxes
Milestone Birthdays Impacting Your Money
Biden’s Tax Plan & Your Portfolio Algorithm
GameStop vs. Wall Street & Your Portfolio
What You Need To Know About Taxes & Technology
Financially Forecasting 2021
Lockheed Martin, Empower - Target date funds and active management
Hire a financial advisor or do it yourself?
Assuming taxes will be lower in retirement? It's not always the case
Social Security benefits and when to claim them
Markets don't always go up - What to expect out of 2020
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