Strategic Planning Podcast

Spring Cleaning for Your Finances: A Marie Kondo Approach to Money

Spring is in the air (or at least it will be soon) and for some, that means it’s time for spring cleaning. Marie Kondo is considered an expert in tidying and decluttering, and wrote the book, “The Life-Changing Magic of Tidying Up.” Let’s take some of her quotes and concepts about tidying up and apply them to your financial life…
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

If You’re a Smart Investor, Do You Really Need a Financial Advisor

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

What Do Proposed Tariffs Mean For Your Portfolio?

The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss these new tariffs. 
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

What Dolly Parton Can Teach You About Smart Money Moves

Dolly Parton isn’t just a music icon—she’s a source of timeless wisdom. In this episode, we explore her most inspiring quotes and how they can guide your financial decisions, from saving to dreaming big. Let Dolly’s advice help you build a life, and wallet, worth singing about!
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

The Snowbird Retirement: Is a Seasonal Move Right for You?

Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if it’s worthwhile.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Transform Your Money Mindset in 30 Days (2025 Method)

Today, we’re unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Most Americans Are Forced to Retire Early - Are You Ready?

Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Why Retirement is Harder Now

In many ways, retirement planning was easier for previous generations. If you’re retiring now, you face a completely different set of challenges than your parents or grandparents did. Let’s talk about why the retirement planning decisions of the past were easier to make…
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Reasons You Might NOT Need An Advisor

The obvious thing for us to do on this podcast is to talk about all the reasons why you should work with a financial advisor. And we do that! But today, we're going to have some fun and share some reasons why you shouldn't. Stay tuned!
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Social Security Shake-Up: How Raising the Retirement Age Could Impact You

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/