Strategic Planning Podcast

Should You Gift Money While You’re Alive or Leave A Legacy?

You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

I Just Turned 62- Now What Do I Do?

When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to…
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Planning for Retirement When You’ll Never Have an Empty Nest

For many parents, retirement planning includes the idea of an empty nest. But what if that’s never going to be your reality? One viewer asked how to plan for retirement while continuing to care for an adult child on the autism spectrum. It’s a question more families are facing, and in this episode, we’re walking through the financial and emotional factors that come with a “forever caregiving” retirement.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Retirement Breaking News: The 4% Rule Gets a Makeover

The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%. So, does that mean your retirement paycheck just got a raise, or is this just another headline that oversimplifies a complex decision?
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Common Financial Terms Explained (And Why It Matters More Than You Think)

The words we use around money matter. We’re breaking down common financial terms you hear all the time and why understanding them could make a real difference in your confidence and financial decisions.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Mother’s Day Special: The Gift of Financial Security

This Mother's Day, flowers and cards are great, but there’s another gift you can give — helping make sure the important women in your life are financially strong for years to come.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/
 

Turning Savings Into A Real Retirement Plan

We got a thoughtful question from Amanda last week, who said: ‘I’ve been saving for retirement, but I’ve never actually made a plan.’ And she’s not alone. There are plenty of people who’ve built solid savings but haven’t connected the dots to what retirement will actually look like. So today, we’re talking about the first steps to turn good saving into a great retirement plan.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/
 

Is 2025 A Bad Time To Retire?

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/
 
 

Presidential Missteps & Retirement Planning: What NOT to Do

Great leaders make great decisions, but even presidents have made mistakes. And just like in history, financial missteps can have serious consequences. Today, we’re looking at some of the biggest blunders in presidential history and how they translate into retirement planning mistakes you’ll want to avoid.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

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/