Strategic Planning Podcast

Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning (Part 1)

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. In this two-part episode, we’re digging into the 'How Do You Knows' of retirement planning.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Lies You Might Be Telling Yourself About Money (Part 2)

Are you telling yourself financial lies? In this episode, Mike and Philip are back to share a few more lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned!
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Lies You Might Be Telling Yourself About Money (Part 1)

Are you telling yourself financial lies? In this episode, Mike and Philip share a few lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so stay tuned!
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Noah's Ark & Retirement Planning: Lessons in Preparing Ahead

Ever heard the saying, ‘Always plan ahead. It wasn’t raining when Noah built the ark’? Well, today we're diving into that very concept. How did Noah's forward-thinking approach help him survive the flood, and what can it teach us about preparing for retirement? Tune in as we unpack the ancient wisdom of Noah’s Ark and its modern-day implications for ensuring your retirement is secure, no matter what storms might be on the horizon.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Take the Fork: Yogi’s Wisdom on Making Financial Choices

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Common Executor Mistakes To Avoid

Being an estate executor involves many responsibilities with various people and organizations. In this week's episode, we'll discuss some common mistakes executors make and how to avoid them. We're pleased to have Estate Attorney, Philip Corson, joining us once again for today's show.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Practical Steps After Losing a Loved One

While death is an inevitable part of life, discussions about what happens afterward are often overlooked. In this episode, we're joined by estate planning attorney Philip Corson to shed light on the aftermath of losing a loved one. Listen in as Philip discusses the immediate steps to take after loss and how you can effectively prepare your loved ones for the difficult time of your passing. 
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Is Retiring at 65 Crazy?

Is retiring at 65 crazy? In this episode, Mike and Marc are going to talk about one billionaire who thinks so. Stay tuned as they unpack this article on the Strategic Planning Podcast this week.  
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Retirement Planning Is Harder Than It Used To Be (Part 2)

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER...and that was retirement planning. Let’s continue our conversation on why this is in today’s episode.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/