Strategic Planning Podcast

Biggest Retirement Changes in 2024

Welcome to the first podcast episode of 2024! In the spirit of the new year, we're taking a look at a Yahoo Finance article about the biggest changes coming for retirement in 2024. We're going to walk through this article together and get Mike's thoughts on how the new year is shaping up. Stay tuned as we chat about interest rates, the Social Security COLA increase, increasing medical expenses, and more!
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

Patience Pays: The Power of Delayed Gratification

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit, when you should really consider the delayed rewards...
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

End of the Year Planning Considerations

As 2023 swiftly comes to a close, it's time to make sure that we have our finances in order to properly prepare for the new year. Let’s discuss some of the financial matters that folks should consider addressing before December 31st. From maxing out your retirement contributions to tax loss harvesting, this episode is packed with valuable items to think about!
 
Show Links & Info:
SPC Investing: http://spcinvesting.com/  
Schedule A Visit: https://talkstomike.com/

End of Year Financial Planning For 2023 (Part 2)

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/

End of Year Financial Planning For 2023 (Part 1)

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/

Money Mistakes You’ll Regret and How to Avoid Them

"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/

Retirement Planning’s “Hidden” Questions

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/

Are There Universal Retirement Truths? PART 2

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/

Are There Universal Retirement Truths? PART 1

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/

Harvesting Wisdom: The Garden Guide To RMDs

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/