After Mike’s 9-year-old fills us in about a rare penny that could be worth $20,000, Mike explains how and why deflation could be the next risk investors face. Plus, with William Shatner at age 90 becoming the oldest person to “gaze into the final frontier” on Blue Origin’s space flight, Mike tells a fascinating story about how one of his clients is doing to push his own limits in retirement. See omnystudio.com/listener for privacy information.

Guarding Your Nest Egg

Deflation Risk & Your Final Frontier

As the holiday season approaches, you’ll appreciate Mike sharing his own Christmas Vacation tree moment that happened with his family. Then we uncover why you might be paying more for December decorations this year. Plus, the NFL added a new taunting penalty this season that caught some fans off guard. Mike clarifies why it’s critical that your advisor continuously update you about ongoing retirement rule changes. Football players with padded paychecks paying a penalty is one thing… but Mike is passionate about you being informed and guarding your nest egg against unnecessary financial penalties. See omnystudio.com/listener for privacy information.

Avoiding Financial Penalties

There are a few uncomfortable conversations we inevitability face: When we were young, we all dreaded mom and dad explaining the birds and bees. ??   But there’s another difficult discussion you need to have with your parents and your own kids… The money talk!  Mike unpacks what to discuss regarding goals, retirement accounts, investments and making sure any financial legacy doesn’t inadvertently harm your fiscal future. Plus, what to consider when your advisor retires. See omnystudio.com/listener for privacy information.

Have You Had “The Talk” With Your Family

After some lighthearted chat about the latest fake food for sale, Mike gets very real about the most recent economic numbers, volatility and how it could possibly impact our retirement accounts. Considering the similarities between stocks now and the markets of 1999, 2007 and 1929, Mike spotlights what he’s seeing: Disappointing jobs numbers, a real estate bubble, overbought markets and some businesses slowing down as stimulus spending decreases. If you’re contemplating keeping money one the sidelines, this is a must listen to episode. See omnystudio.com/listener for privacy information.

Is a Deep Correction Inevitable?

Mike and Kristen discuss how the current news cycle is impacting the financial plans of average investors, by hearing from a few average investors. Find out the bubbles you should be focused on instead of the top headlines, and why. And you may have heard that the current labor shortage has created Americas’ “Great Resignation.” If you’re part of this group and contemplating retiring early or moving to a better position, Mike explains why it’s important that you don’t leave your workplace retirement accounts behind. See omnystudio.com/listener for privacy information.

Battling Bubbles & Americas’ Great Resignation

Many Americans are squeezing in one last summer getaway this Labor Day weekend. Whether traveling for fun or business, most of us have asked to check-in early or check-out late of a hotel. It was usually simple. If they could accommodate, they’d happily help you out. Those days could come to an end, because one player in the hotel industry is experimenting with a new tactic: Charging for early and late check-outs along with other basic amenities. Yep, just like the airlines there could be more fees adding up! This week we not only pass along what to watch out for, but Mike breaks down the fees you should be aware of regarding your investments. He also reveals the new government rules that could impact certain decisions about your 401(k). See omnystudio.com/listener for privacy information.

New Fees & New 401(k) Rules

Opinions are plentiful in 2021, but this episode is focused on what to consider based on known financial facts. For example, with American household debt increasing, Mike addresses a common question: Should we be debt free before we stop working?  Plus, with so many headlines regarding Afghanistan, COVID and vaccinations… Mike spotlights what people typically say causes them to toss and turn at night regarding their money, what to consider moving forward with your investments, and how to take a step back and focus on what’s within our control. See omnystudio.com/listener for privacy information.

Economic Impact of Vaccinations

Remember when “New Coke” was introduced in 1985? Consumers were so outraged that within 77 days Coca-Cola Classic was reintroduced. Today, there are a lot of new ways to invest money compared to previous generations. Mike answers a few questions many are wondering: Should investors stick with what they know? Or investigate some of the newer options available like bitcoin, meme stocks and NFT’s? Plus, he shares his outlook for wall street for the rest of 2021 and explains why preparing for the unknown should start now. See omnystudio.com/listener for privacy information.

Recent Dips & New vs. Old

Biden’s Americans Rescue Act expanded the Child Tax Credit significantly, and families across America recently started receiving monthly checks in their bank accounts. Mike explains how this might affect you financially even if you didn’t receive any the cash. Plus, CBS News found that 4 out of 10 Americans are considering a job change in the next year. If you’re part of that club, listen to find out how you could possibly miss out on making more off your retirement accounts if leave a 401(k) behind. See omnystudio.com/listener for privacy information.

Biden & Your Bank Account

Do you ever think about all of the JK’s, BTW’s and ROFL’s you see or send? Since we do almost everything online or on our phones, acronyms have become a social norm. We have a little fun at Mikes expense testing his “wokeness” (as the kids say) of day-to-day abbreviations. Then he enlightens us on the investing acronyms that sometimes puzzle investors. Plus, what we really need to focus on concerning our retirement accounts. Find out the answers to some FAQs, because you can never have TMI about money. ? See omnystudio.com/listener for privacy information.

Clarifying Texting & Investing Acronyms

While we’re quickly moving through 2021, Mike unveils the steps investors should consider for a midyear financial checkup. Plus, Vanguard says most retirement savers are sticking to “vanilla” retirement plans. In a world filled with headlines about meme stocks, bitcoin, inflation and tax concerns... find out if the “vanilla” option is good for you in this current market. See omnystudio.com/listener for privacy information.

Midyear Portfolio Checkup

The Fed Chief signaled that interest rate hikes could happen in 2023, then another Fed official says it may be as soon as 2022. It’s not only puzzling to many Americans, in June it prompted the worst sell-off on Wall Street since the fall of 2020. Considering that and the concern over rising taxes, Mike simplifies what these issues could mean for your portfolio and the future of your retirement. See omnystudio.com/listener for privacy information.

Preparing for Possible Summer Volatility

It’s not just you, we’re all feeling it. Consumer prices went up more than expected in May. Mike sheds light on the current inflation surge and if this is temporary or not. Plus, with wall street already heating up this summer, he discusses the possibilities of our investment accounts over the coming months. Listen to better understand why this isn’t time isn’t to get complacent about your money just because summer vacations are top of mind. See omnystudio.com/listener for privacy information.

Forecasting Inflation & Volatility

42% of small-business owners reported job openings they could not fill in March, however, Treasury Secretary Janet Yellen said she feels confident about the U.S. economy and overall employment moving forward. We get Mike’s insight on what this means for your wallet, and he sheds light on what the recent gas shortage can teach us about how we make investment decisions. See omnystudio.com/listener for privacy information.

How the Recent Fuel Shortage is Similar to Investing

Travel is making a comeback, but so are fees. We’ll fill you in on what to watch out for this summer. Then Mike tells us about a couple that didn’t realize the total fees another firm was going to charge to manage their money. This is a must listen to episode, because this happens all too often with average investors. Plus, we discuss self-made millionaires, and how a number of the millionaires that Mike and his teamwork with weren’t CEOs with big 6 figure salaries. See omnystudio.com/listener for privacy information.

New Travel Fees & Self-Made Millionaires

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Guarding Your Nest Egg

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