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 83
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April 05, 2024
On this episode, Mike highlights some important last-minute tax reminders. Plus, we review the results of a new survey on retirees’ regrets – and...
00:59:50
Episode
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November 19, 2024
Guest: Dr. William Logan, National Medical Director, Carelon Health Palliative Care November is National Palliative Care Month. Seriously ill patients often juggle many doctor...
00:06:19
Episode
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October 04, 2024
This week, Mike discusses concrete steps you can take to set your self up for retirement success. He walks you through each decade of...
00:30:00