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Podcast Categories: Money and Investing

Money and Investing

Real Advice for Real People

Each week I explore topics that effect your future. Taking the mystery out of finance.

Featured Episodes

What Apps Do You Use? (Part 1)

Find out what apps and websites Mike uses for his own budgeting, investments, and financial planning.

They can make you want to rollover

Unravel the complexities of Individual Retirement Accounts (IRAs), including rollover, Roth, traditional, and backdoor. Gain valuable insights into consolidating accounts, leveraging employer benefits, and maximizing tax advantages to significantly...

How to Prepare for Inflation

Recent Episodes

Dude, Where’s My Money?

Do you have access to cash in case you need it? That is called liquidity. Learn where your money is and how to ensure you have enough to cover...

You Might be Losing $100k in Fees

Do you know what fees you are paying your advisor? It’s important that you understand the value you are receiving for the amount you pay.

Interest Rates

The Fed raised interest rates for the sixth time in November to help curb inflation. What does it mean for you?

Which Account Do I Use First?

When it comes to saving, we have a lot of choices on where to put those dollars. Let’s break down exactly what to do first.

Asset Location

Asset location refers to where investments are held, such as 401ks, IRAs, or brokerage accounts, with a focus on optimizing tax savings, particularly by placing bonds in tax-free or...

Why Hire a CFP?