Latest Episodes
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
Episode 31
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January 13, 2023
How to Start 2023 on the Right Foot
On this week’s show, Mike talks about starting 2023 on the right financial footing. We begin with a review of 2022 and discuss ways...
00:59:50
Episode 30
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January 06, 2023
Start 2023 With a Free Financial Checkup
Mike discusses the importance of starting 2023 with a financial checkup. If you visit the doctor for physicals each year, even if nothing is...
00:59:50