Strategic Planning Podcast

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/

Don’t Make These Income Planning Mistakes

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Retirement Planning Is Harder Than It Used To Be (Part 1)

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 talk about why on today’s episode.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

How One Overlooked Issue Can Sink Your Retirement

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/