Strategic Planning Podcast

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

Solid Financial Truths

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence 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

Market Update (3/9/2020)

At the time of this podcast recording, 3/9/2020, the market dropped pretty significantly. We discuss why this is happening and why a plan is key in order to sustain big drops when they do occur.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

How To Set Financial & Retirement Goals

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Basis Points

Today's episode focuses on what basis points are and why it is important for you to understand this financial term. We also address an email question from Miles who asks if it is okay to work with multiple financial advisors.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Where To Find Bias In Financial Media

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media...
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338

Stretch IRA Update

The new year brings new changes with the passing of the SECURE Act. This week we will discuss the elimination of the stretch IRA and how it may affect your financial plan.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338
 

Avoiding Critical Estate Planning Mistakes

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes...
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Call: 336-668-4338