Do you hate paying the tax man every year? If so, then this week’s show is for you! Mike shares tips on building a tax-efficient retirement plan, including a look at the only two tax-free investments you can make now. Plus, what is a fixed-indexed annuity? We share the details and talk about why now might be the best time ever to get more defensive with your investments.
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Episode
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June 07, 2024
On this week's show, Mike tells you why there’s a “U-Shaped Spending Curve” in retirement and how you can be prepared for it. Plus,...
00:59:50
Episode 84
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March 22, 2024
Remember those New Year’s resolutions we all made a few months ago? How are those going for you? Maybe it’s time to revisit and...
00:59:50
Episode 83
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March 15, 2024
How many Americans are actually prepared for retirement? How much do they have saved? This week, we will delve into these questions and more...
00:59:49