Strategic Planning Podcast

Long Term Care

We have recently been receiving many questions about LTC and not just how to get coverage but actually getting help, care and assistance when we need it. As we age this gets tougher and for many who lost a spouse or are single there is added worry on how to protect and care for ourselves. This week, Mike addresses some of the things that have been coming up lately with many friends, clients and colleagues.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

The Truth About Longevity Risk

Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Financial Issues That Are Particularly Challenging For Women

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

4 Milestones That Say You’re Ready For Retirement

A recent USA Today article outlined 4 financial milestones that should indicate you’re ready for retirement if you hit them.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Lessons From Keyboard Warriors

We were playing the dangerous game of perusing the comments section of a recent article about COVID-19 and the impacts on retirees and how much money you’ll need to retire going forward. The trip into the comments section is always a mixed bag of trolling, inaccuracies, and sometimes surprisingly helpful insight from what we’ve come to describe as “Keyboard Warriors.”
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Cracking Open The Financial Dictionary

Step into the classroom and let’s take a look at some financial terms, define them, and find out if they’re important for the typical investor and saver to know about them.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Investing Like A Genius

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let’s look at some of the common characteristics of highly intelligent people that you should apply to your financial life.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Financial “Strategies” That Just Don’t Work

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them).
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Financial Terms You Should Know During The Pandemic

The Coronavirus pandemic has likely led to you hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Coronavirus Update - The Cares Act

In wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill call the CARES Act. We talk about the main points of this bill and how it could possibly benefit you and your family.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338