Episodes
Tuesday Nov 21, 2023
End of Year Financial Planning For 2023 (Part 2)
Tuesday Nov 21, 2023
Tuesday Nov 21, 2023
We're back to finish unpacking our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Nov 09, 2023
End of Year Financial Planning For 2023 (Part 1)
Thursday Nov 09, 2023
Thursday Nov 09, 2023
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Oct 19, 2023
Money Mistakes You’ll Regret and How to Avoid Them
Thursday Oct 19, 2023
Thursday Oct 19, 2023
"Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? On today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Oct 05, 2023
Retirement Planning’s “Hidden” Questions
Thursday Oct 05, 2023
Thursday Oct 05, 2023
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Sep 28, 2023
Are There Universal Retirement Truths? PART 2
Thursday Sep 28, 2023
Thursday Sep 28, 2023
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. This is part 2 of a 2-part series.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Sep 14, 2023
Are There Universal Retirement Truths? PART 1
Thursday Sep 14, 2023
Thursday Sep 14, 2023
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. This is part 1 of a 2-part series. We're also joined on this episode by special guest, Phillip Corson.
You can learn more about Philip at https://www.planningyourlegacy.com where he assists clients with many of their estate planning and elder law needs.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Aug 31, 2023
Harvesting Wisdom: The Garden Guide To RMDs
Thursday Aug 31, 2023
Thursday Aug 31, 2023
Imagine your retirement as a flourishing garden, nurtured over the years and ready for harvest. But how do you make the most of this garden without letting it overgrow or facing the penalties of neglect? Dive into the world of Required Minimum Distributions (RMDs) with us, as we explore the art of 'financial gardening.' Learn why the government insists you prune regularly, discover strategies to manage your harvest, and hear real-life tales of financial gardens that thrived with the right care. Whether you're a seasoned investor or just planting your first seeds, this episode offers fresh insights into making the most of your retirement blooms.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Aug 17, 2023
Thursday Aug 17, 2023
It's no secret that the pursuit of a comfortable life is a central theme in American culture. But what does financial "comfort" truly mean for many Americans? According to a Bankrate survey, many feel like they are falling short of what they'll need to feel confident in their retirement years. Join us as we take a look at these results, which show that many Americans think they need a $233K salary and $1.3 million for retirement to feel comfortable. Is this an accurate assumption? Mike will share his thoughts and more in this episode.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Jul 27, 2023
Understanding the 2023 Social Security Changes, Part 2
Thursday Jul 27, 2023
Thursday Jul 27, 2023
Welcome back to the Strategic Planning Podcast! In this episode, we're jumping back into part two of Mike's recent webinar. In it, Mike explores the critical Social Security and RMD (Required Minimum Distribution) updates for 2023 that you don't want to miss. Whether you're planning for retirement or looking to optimize your current Social Security strategy, tune in to stay up-to-date on the changes taking place.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
Thursday Jul 13, 2023
Understanding the 2023 Social Security Changes
Thursday Jul 13, 2023
Thursday Jul 13, 2023
In this episode, we're going to listen to a recent webinar that Mike recently put on that covers the key Social Security updates for 2023. In it, he discusses the complex landscape of COLA increases, the earnings test threshold, Social Security payroll taxes, Medicare Part B premiums, and more. Whether you're planning for retirement or looking to optimize your current Social Security strategy, this episode is a must-listen.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/