Strategic Planning Podcast

5 Things You Must Know About Decumulation To Retire Successfully

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Not Your Father’s Retirement

If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Mailbag Questions

This week we share some email questions that have come in to the podcast. We'll discuss leaving a 401(k) behind to a child, future inflation rates, and considerations in regards to owning a rental property.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Where Crisis & Opportunity Meet

To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Let’s discuss how some of these crises might actually be opportunities, depending on your situation and perspective.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Are You Flirtin’ With Disaster?

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

What Basketball Teaches Us About Retirement

With March Madness just wrapping up and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball?
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Revealing The Financial World’s Dirty Little Secrets

If you understand some of the dirty little secrets of the financial world, it’ll help you cut through the clutter and allow you to focus on what’s most important. So, let’s reveal some of those secrets in this episode.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

This Is Why You Never Assume

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

How Women Can Make Sure They’re Involved In Financial Decisions

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338