All Episodes

Should I Buy Gold at Costco? 🤔

BETTER (Not Scarier) Alternatives to Annuities

Why a Roth Conversion Is NOT For Everyone

How a Written Financial Plan Helps You RETIRE BETTER

Soaring Mortgage Rates & Your Advisors Role

The Mechanics of Your Retirement Money

The Areas a Financial Advisor Should Bring Value (Besides The Obvious)

Finding The Right Financial Advisor & Not a Crook

The “Talonomics” of “Bidenomics” & Your Money

“Deal Days” 📦 Marketing vs. Real Value

Summer 2023 Stock Market Sustainability

Managing Market Rallies & Recession Risks

Considering Recession Risk & Fixed Rates, What’s The Number To Beat?

Aloha (Hello or Goodbye?) To A Recessionary Period

Should Precious Metals Be In Your Portfolio AT ALL? And If So, How?

Layoffs Are Expanding. Is It All Biden’s Fault?

Finding Some Fun & Not Giving into Income Fear

Is Rushing To Gold & Silver a Good Idea?

The Banking Crisis & Why Mike’s Hacked Off

Fish Falling From The Sky & Bulls In Traps

Managing Market Concerns & Finding Some Fun Along The Way

Handling The Stress of Retiring During a Bizarre Economic Time

Seinfeld Said To NOT Double-Dip a Chip, But Is a Double-Dip Recession Coming?

Is What’s Good For The Environment Good For Your 401(k) Too?

Ex-Pat Retirement Chat

Mike “Silver Lining” Lester’s 2023 Economic Outlook

Why Mike Doesn’t Like Annuities... But Has He EVER Sold One?

What We’re Eying in 2023 Including Changes to RMDs… But NOT Annuities

Christmas Fun & The “Earnings Forecast on the Shelf” for 2023

Being Thankful & Finding Value

When Should You Hire or Fire an Advisor?

What is a Bear Market Portfolio?

I Like My Advisor But Not My Portfolio’s Performance & Are I Bonds a Good Idea?

Managing Market & Medicare Capitulation

Seeking Safety During a Scary Economic Time

Inflation & Your Portfolios Performance

Should You Postpone Retirement Because of Volatile Markets?

Navigating Economic Pullbacks

Doing the Math on Economic Data That Doesn’t Seem to Add Up

Inflation, Interest Rates, Target Date Funds & Your Financial Outlook

Does Biden’s Inflation Reduction Act Help Inflation?

Don’t Just "Hang In There" Through The Recession

Consumer Confidence is Down. But How’s Your Retirement Confidence?

Extra Spending & Wall Street Records

Market Opportunities for Millionaires & The Middle Class

The Copper Indicator & Your Retirement Money

Should I go to Cash? And Can I Still Retire This Year?

Dealing with Wall Street & Annuity Slingers

Be a Maverick During Market Mayhem

Recession & Bear Market Concerns

Are Bonds Back

Money Misnomers & Digital Currency

Volatility, Risk and Your Financial Plan

How Russia’s Invasion of Ukraine Impacts Your Investment Accounts

Global Conflicts, Inflation, Bonds & Your Bottom Line

Dealing with a Rocky Market & Rolling Over Accounts

Navigating The Baby Boomer Retirement Surge

How Do You Know if You're Ready to Retire?

The Secret to Having $1 million for Retirement

Navigating Your Future Capital Gains Taxes

Should We Buy the Dips?

This is Your Retirement on Inflation & Volatility

End of Year Market & Tax Insight and Planning for 2022

Could You Uncover a Sale Inside Your Portfolio?

Save a Spot for Inflation at Thanksgiving Dinner

Is The Wall Street Rally Making You Anxious?

The Motivation & Emotions of Investing

Supply & Demand, Inflation and Small Businesses

Deflation Risk & Your Final Frontier

Avoiding Financial Penalties

Have You Had “The Talk” With Your Family

Is a Deep Correction Inevitable?

Battling Bubbles & Americas’ Great Resignation

New Fees & New 401(k) Rules

Economic Impact of Vaccinations

Recent Dips & New vs. Old

Biden & Your Bank Account

Clarifying Texting & Investing Acronyms

Midyear Portfolio Checkup

Preparing for Possible Summer Volatility

Forecasting Inflation & Volatility

How the Recent Fuel Shortage is Similar to Investing

New Travel Fees & Self-Made Millionaires

The Framework of America’s Lumbar Shortage and Stashed Cash

Lessons from the Bernie Madoff Scandal

How to Spring Clean Your Finances

Investing Isn’t a Game

Questions to Ask Financial Advisors & Uncle Sam

Remembering Rush & How Market Mania and Gas Prices Impact You

Reliving 1st Jobs & the Future of Your Taxes

Milestone Birthdays Impacting Your Money

Biden’s Tax Plan & Your Portfolio Algorithm

GameStop vs. Wall Street & Your Portfolio

What You Need To Know About Taxes & Technology

Financially Forecasting 2021

Lockheed Martin, Empower - Target date funds and active management

Hire a financial advisor or do it yourself?

Assuming taxes will be lower in retirement? It's not always the case

Social Security benefits and when to claim them

Markets don't always go up - What to expect out of 2020