Last year saw record-setting numbers of retirees and pre-retirees investing in annuities. On this week’s show, Mike discusses why annuities have been gaining popularity and which types you should consider for part of your retirement plan. Plus, we share some tips for workers who may have recently left their jobs – and talk about the results of a recent survey of financial advisors.
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Episode 9
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August 05, 2022
Mike and Matt discuss the importance of saving and why you should have your personal finances reviewed annually to ensure you are on the...
00:59:50
Episode 15
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September 16, 2022
This week, Mike discusses some of the most common misconceptions pre-retirees and retirees have about their finances. He also walks listeners through a list...
00:59:50
Episode 59
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August 25, 2023
On this week’s show, Mike explains how beta and standard deviation factor into your retirement. Plus, Mike discusses ways to catch up on your...
00:59:50