PODCAST · business
The MILES Financial Show
by Billie Miles
Billie Miles is the Founder and Chief Executive Officer of Miles Financial Group, a Southern California-based financial planning firm specializing in retirement income strategies, tax-efficient planning, and wealth preservation. For more than two decades, Billie has served as a trusted guide for individuals and families who want to grow, protect, and preserve what they have spent a lifetime building. His philosophy centers on helping clients achieve a “just because” retirement, not a “just-in-case” one. Billie specializes in holistic retirement planning, with a focus on asset protection, tax-efficient strategies, and the creation of predictable, reliable income that clients can depend on throughout retirement. His approach simplifies complexity by aligning all aspects of financial life, so clients can move forward with clarity, confidence, and a plan that supports both their lifestyle and their legacy. He is the host of The Miles Financial Show, one of the longest
Episodes
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Income vs. If-Come
Billie and Mark Elliott build this conversation around a piece of wordplay: the difference between income, money you can count on arriving every month, and what Billie calls if-come, money that's only there if the market cooperates. They talk through why the question isn't just what kind of...
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The Cost No One Plans For
Billie and Mark Elliott tackle one of the largest and least-planned-for costs in retirement: health care and long-term care. They walk through why these expenses catch people off guard, why relying on Medicare alone leaves gaps, and how newer approaches to long-term-care planning differ from the...
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The Tax Freight Train
Billie and Mark Elliott take on a part of retirement most people underestimate: taxes. The common assumption is that you'll be in a lower bracket once you retire, but between tax-deferred accounts, future rate changes, and required withdrawals, Billie argues the bill can be bigger than expected....
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The Dominoes You Spent Years Lining Up
Billie Miles joins Mark Elliott for a conversation about what happens when a plan built over decades meets something it never accounted for. Billie tells the story of the dominoes he spent hours lining up as a child, and the family dog who ran through them, then uses it to look at how much of a...
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The Black Swan
Billie and Mark Elliott build this conversation around author Nassim Taleb's idea of the "Black Swan", the rare, unpredictable event no one sees coming. They trace the term's origin (for centuries "all swans are white" was accepted fact, until black ones turned up in Australia in 1697), point to...
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Stairs Up, Elevator Down
Billie and Mark Elliott use a simple image to describe market behavior: you climb the stairs on the way up, but take the elevator on the way down, gains build slowly, losses come fast. From there they dig into why a 401(k) isn't the same thing as a pension (no guaranteed lifetime income…
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Do You Own Your Gains, or Rent Them?
Billie Miles joins Mark Elliott to look at the difference between a gain you keep and a gain you only borrow for a while. The conversation works through why recovering from a large loss takes more than the loss itself, an old rule of thumb some use to think about how much risk belongs in a...
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Market-Protected Accounts
Billie and Mark Elliott explain "market-protected accounts", strategies meant to capture market gains while shielding savings from losses, and offer a simple rule of thumb for how much risk makes sense: the Rule of 100. Subtract your age from 100, and the result is roughly the maximum percentage...
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Red Money, Green Money
Billie and Mark Elliott introduce a simple way to sort retirement savings: "red money," which is exposed to the market's ups and downs in exchange for higher potential returns, and "green money," which trades some upside for protection from loss. The real question, Billie argues, isn't which is...
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Miles Financial Show 05-28-22
Miles Financial Show 05-28-22 by Billie Miles
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Miles Financial Show 05-21-22
Miles Financial Show 05-21-22 by Billie Miles
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Miles Financial Show 05-14-22
Miles Financial Show 05-14-22 by Billie Miles
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Miles Financial Show 05-07-22
Miles Financial Show 05-07-22 by Billie Miles
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Miles Financial Show 04-30-22
Miles Financial Show 04-30-22 by Billie Miles
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Miles Financial Show 03-26-22
Miles Financial Show 03-26-22 by Billie Miles
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Miles Financial Show 04-02-22
Miles Financial Show 04-02-22 by Billie Miles
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Miles Financial Show 04-16-22
Miles Financial Show 04-16-22 by Billie Miles
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Miles Financial Show 04-10-22
Miles Financial Show 04-10-22 by Billie Miles
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Miles Financial Show 01-08-22
Miles Financial Show 01-08-22 by Billie Miles
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Miles Financial Show 12-25-21
Miles Financial Show 12-25-21 by Billie Miles
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Miles Financial Show 12-18-21
Miles Financial Show 12-18-21 by Billie Miles
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Miles Financial Show 01-01-22
Miles Financial Show 01-01-22 by Billie Miles
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Miles Financial show 10-16-21
Miles Financial show 10-16-21 by Billie Miles
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Miles Financial Show 10-09-21
Miles Financial Show 10-09-21 by Billie Miles
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Miles Financial Show 10-02-21
Miles Financial Show 10-02-21 by Billie Miles
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Miles Financial Show 09-25-21
Miles Financial Show 09-25-21 by Billie Miles
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Miles Financial Show 09-18-21
Miles Financial Show 09-18-21 by Billie Miles
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Miles Financial Show 09-11-21
Miles Financial Show 09-11-21 by Billie Miles
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Miles Financial Show 09-04-21
Miles Financial Show 09-04-21 by Billie Miles
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Miles Financial Show 08-28-21
Miles Financial Show 08-28-21 by Billie Miles
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Miles Financial Show 08-21-21
Miles Financial Show 08-21-21 by Billie Miles
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Miles Financial Show 08-14-21
Miles Financial Show 08-14-21 by Billie Miles
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Miles Financial Show 08-07-21
Miles Financial Show 08-07-21 by Billie Miles
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Miles Financial Show 06-19-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 06-12-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 06-05-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 05-29-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 05-22-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 05-15-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 05-08-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 05-01-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 04-24-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 04-17-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 04-10-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 04-03-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 03-27-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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Miles Financial Show 03-20-21
About the show The Miles Financial Show is hosted by Billie Miles III, co-founder of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments,...
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ABOUT THIS SHOW
Billie Miles is the Founder and Chief Executive Officer of Miles Financial Group, a Southern California-based financial planning firm specializing in retirement income strategies, tax-efficient planning, and wealth preservation. For more than two decades, Billie has served as a trusted guide for individuals and families who want to grow, protect, and preserve what they have spent a lifetime building. His philosophy centers on helping clients achieve a “just because” retirement, not a “just-in-case” one.
Billie specializes in holistic retirement planning, with a focus on asset protection, tax-efficient strategies, and the creation of predictable, reliable income that clients can depend on throughout retirement. His approach simplifies complexity by aligning all aspects of financial life, so clients can move forward with clarity, confidence, and a plan that supports both their lifestyle and their legacy.
He is the host of The Miles Financial Show, one of the longest
HOSTED BY
Billie Miles
CATEGORIES
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