Latest Episodes
Episode 37
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March 03, 2023
How to Disarm Your Retirement Tax Bomb: Tax-Saving Tips for Your Golden Years
Mike talks about taxes and how to avoid big tax bills in retirement. Plus, if you are self-employed, you do not want to miss...
00:59:50
Episode 36
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February 24, 2023
Helping You Make Smart Adjustments to Your Retirement Plans
On this week’s show, we help listeners get started on improving their retirement plans with simple and practical adjustments – it all starts with...
00:59:50
Episode 35
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February 17, 2023
Helping You Make Smart Adjustments to Your Retirement Plans
Even if you already have a retirement plan in place, it’s important to have it reviewed and checked for necessary adjustments on an annual...
00:59:50
Episode 34
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February 10, 2023
Super Bowl Inflation and Reviewing Your Plans for a Better Retirement
Do you need a “Smart Review” of your retirement plans? Chances are the answer is yes. Mike will walk you through what that means....
00:59:50
Episode 33
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February 03, 2023
How Mike Can Build a Secure and Smart Plan for Your Retirement
New legislation passed late last year called the SECURE Act 2.0 – but how will it impact your retirement? Mike will break down details....
00:59:50
Episode 32
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January 27, 2023
Get Smart About Retirement: The Basics of a Smart Plan
On this week’s show, there’s plenty of “meat on the bone” and practical retirement planning tips. Mike breaks it down the basics with Smart...
00:59:50