All Episodes
The Savvy Investor Podcast — 324 episodes
Sitting Down with the Murray Brothers from the Caddyshack Charity Golf Tournament
When Headlines Hijack Retirement Decisions
From Growing Wealth to Using It: The Retirement Shift Most Miss
Hiring a Financial Advisor: What to Ask & What to Watch For
The Retirement Tax Surprise Catching People Off Guard
Why Short-Term Losses Feel Bigger Than Long-Term Gains
The Roth Conversion Sweet Spot
When Markets Slip: Why Volatility Feels Bigger Than It Is
Building a Retirement Roadmap You Can Follow
Trump Likes The Way Australia Does Retirement. Should the US Adopt?
What You See Isn’t What You Get: Hidden Leaks in Retirement Income
Trump Accounts: A New Way to Think About Saving for Kids
The Roth Conversion Pitch That Sounds Too Good to Be True
The Overlooked Rules Hiding Inside Your 401k
Why the “Magic” Retirement Number Keeps Missing the Mark
The Hidden Stressors Sabotaging Your Retirement Plan
The Hidden Formula Behind Confident Retirees
How To Truly Diversify Your Retirement Portfolio
The Retirement Plan Mistake Most Advisors Won’t Admit
The Hidden Costs of Paying Off Debt in Retirement
The Costly Mistake Most People Make After a 401k Rollover
How Blindly Trusting Your CPA Could Cost You Millions
Is Your 401k a Tax Time Bomb Waiting to Explode?
The Truth Behind Retirement Date Funds
Is Your Retirement Income as Secure as You Think?
The Income Bucket: Your Shield Against Stock Market Swings
How Two Brothers Proved Timing Isn’t Everything in Retirement
Are Annuities Actually Worth It? | Why Tax Planning is a MUST
Dave Ramsey's Social Security Advice is WRONG
Roth vs. 401(k): What Every High Earner Needs to Know Now
Are You Prepared For Market Uncertainty?
Retirement Spending: The Surprising Curve You Didn’t Expect
Are These The 5 Golden Rules of Retirement?
The Costly Mistakes Your Advisor Won't Tell You About
Retirement Mythbusters: Breaking 7 Rules That Might Be Wrong For You
Why Some Retirement Plans Fail Before They Begin
How Taxes Hijack Your Nest Egg
Why Your Retirement Plan Might Be All Wrong
Do You Need a "Magic Number" to Retire? The Math May Surprise You
The Retirement Tool You’re Probably Overlooking
Retirement Plans vs. Real Life: What Happens When Things Change?
Don't Try to Time the Market | Limitations of the 4% Rule
The Big Beautiful Bill: What It Really Means for Your Wallet
We're Gonna Need a Bigger Tax Plan... | Jaws 50th Annivesary
What Hidden Fees Are Actually Costing You
Set It, Forget it... Regret It? The Target Date Fund Trap
Why Your Retirement Budget Needs a ‘Just in Case’ Fund
Why Your Advisor Isn’t Talking About Taxes—And What It’s Costing You
Will Your Money Last? The Fear Every Retiree Faces
Can You Thrive Off 5% Returns in Retirement?
Warren Buffet Retirement Lessons: Building Income Streams You Can’t Outlive
How to use your IRA or 401k in retirement
Why Lower Income Doesn’t Mean Lower Taxes in Retirement
Tax Planning in Retirement vs. Working Years
What about taxes in the years to come?
Are you truly diversified
Paying tax is an optional exercise
Navigating Tax Season and Financial Planning
Avoiding Tax Traps
Early Retirement vs. Later Retirement: What’s Right For You?
How to Pull Income in Retirement | 7 Key Income Sources from Schwab
Taxes Could Be Your Biggest Expense in Retirement
Hidden Risks in Your 401k | Is Your Retirement Portfolio Too Risky?
The 6 Milestone Ages in Retirement
Shaq’s Retirement Secret: Is It Right For You?
Federal Employees’ Guide to Navigating Retirement
Federal Retirement: Benefits That Employees Need to Know
Are You Truly Ready for Retirement? | 3 Things to Know
Is Your Financial Advisor Missing This Important Step?
Are You Missing These Crucial Tax Strategies for Your Retirement?
Will DOGE Cause Layoffs? What Federal Employees Need to Know
The 3 Things That Are Crucial to Understand When You Retire
Will You Run Out of Money if You Retire Early? Consider These 3 Options
What is the Santa Claus Rally? How to Navigate the Holiday Market Hype
Unlocking Tax-Free Wealth: The Power of Life Insurance
The 4% Rule: Myth or Reality for Your Retirement?
The Yacht Rock Legacy: Doing What You Love in Retirement
What Federal Employees Need To Know Before Retiring
Take Advantage of Roth Conversions While You Can
What The Wealthy Do Differently About Taxes
Being Prepared When Meeting a Financial Advisor
How to Manage Risk in Today’s Economy
Preparing for the Trump Tax Cuts to Expire
Navigating the Future of Social Security
The Importance of Independent Fiduciary Advisors
How to Lower Your 401k Fees
Understanding Fees in Your 401(k) Plan
The Search for Guaranteed Income
Why You Need A Tax Planner vs. A Tax Preparer
Changes in Retirement Savings Rules to Know
The Role of Emotions in Investing and Retirement
Strategic Roth Conversions: Maximizing Tax Savings
Avoiding The Estate Tax Trap
Understanding Tax Loss Harvesting
Striving For The 0% Tax Bracket
Challenges Of Managing RMDs
Tax Optimization And Income Maximization
The Impact Of Government Spending On Taxes
Alternative Options For Funding Long-Term Care
The Unpredictability Of The Stock Market
Maximizing Retirement Income With Roth Conversions
Misconceptions About Your 401k In Retirement Planning
How Tax Friendly Is Maryland For Retirees?
Understanding The Tax Implications Of Annuities
Don't Pay Taxes That Aren't Necessary
Income Concerns For Your 401k In Retirement
How much can you withdraw from your retirement and make it last?
Is your IRA an IOU to the IRS?
The tax target keeps moving. Where should you aim?
How to retire with real estate
How to avoid a higher tax bracket.
You could be losing money by not retiring!
This is what a financial advisor is supposed to do.
Retire like a BILLIONAIRE!
A guide to retirement for Federal Government employees
How to plan your child's financial future today!
The Celebrity Feast with Mike Canet
The struggles of adjusting into retirement.
What is "Fun-flation" and how can you make it a part of your retirement?
How have annuities changed for retirees?
How can a war affect your retirement and the market?
The Future of Retirement with WCBM's Bruce Elliott
Learn what hasn’t changed with 401(K)'s over the last decade
What amount of money means you're wealthy enough to retire?
The tough retirement questions you have to talk about with your family
The 4 things wealthy people do to stay wealthy
Will you outlive your life savings in retirement?
Are weeds growing in your 401(k)?
When is the right time to access your 401(k)?
Female Financial Freedom
When should you give your portfolio a checkup?
You've received your last paycheck, so what now?
Achieving Financial Independence
The 5 things a financial advisor should do for you
Can AI build your retirement plan?
The 5 most common mistakes made in retirement
Manipulating the Market
What should you ask a financial advisor before giving them your money?
How will your significant other be taken care of in retirement?
The first step when creating a retirement plan
How can a deferred sales trust solve your tax problem?
What is a structured note?
Your tax return is not a bonus!
Where is your money going?
BONUS: The Masters, Money, & The Murray Brothers
Legally Pay 0% In Taxes
How safe is your safe money?
Is Your Money Safe
Celebrating A Special 100th Birthday!
What is the difference between a CPA and a tax attorney?
Harpoon a whale in retirement like Sly Stallone
Retirement Planning With Your Spouse
Do you need 10-years of income to retire
The Great Estate! Who will inherit it from Lisa Marie Presely
Why are people over 50 paying 59% of all federal income taxes
How much money should you put into an annuity
The Polar Plunge with Mike Canet
Max out your IRA from last year
Does compounding interest mean compounding taxes
Retirement changes in 2023
Investing with emotion
The Celebrity Feast with Mike Canet
An Interview with Jason Aldean
Is your 401(k) protected
When is the right time to tap into a 401k
Can we limit the losses and cut down on recovery time?
How can we be more tax efficient?
What is tax loss harvesting
The 5 big retirement risks
Why it's time to improve your tax position
An interview with Ray Lewis
Shouldn't we do something instead of nothing?
What are some alternative strategies for income?
Financial strategies with Matt Barnes and Warren Moon
Has inflation peaked??
Is your retirement savings creating a future tax problem
Should you take a loan from your 401(k)
Value Stocks vs. Growth Stocks
Women and Wealth
Will your retirement plan adjust for a bear market
How long should you hold onto an asset
Did people learn a lesson from 2008?
Is it OK to retire twice
Is your 401 (k) on track for retirement
Mike Canet met former VP Mike Pence and talked Social Security
Should you be buying bonds
How do we plan for expanding longevity?
Why women need to get in the conversation
Why are Roth IRAs attractive right now?
Can you avoid paying taxes
Should we be worried?
Can you retire in a volatile market
Can we still retire while the market is so volatile?
Bill Murray and the quality of life in retirement
Do you know how you're going to be taxed in retirement?
Are you paying phantom taxes
How can poor tax planning affect you?
How can you take advantage of current tax rates
Are Roth IRAs a 'no-brainer' for everyone?
How can the Secure Act 2.0 benefit you
Should you convert to a Roth after 60
What is hurting your portfolio
What's the most common retirement planning mistake?
What should you do after your taxes
Pro's and Con's to interest rate hikes
Avoiding Tax Distractions
Having a plan for the tax man
Mike Canet interviews celebrities at the Super Bowl!
Tax Planner vs Tax Preparer
What should be in your financial golf bag
What is the bucket strategy
How has the Secure Act changed retirement
When should you begin to prepare your taxes
Are you leaving tax breaks on the table
How can you lower your tax bill today
Prepare for April 15th today
Is The Current Inflation Temporary
Inflation Strategies and Tax Planning
Exclusive interview with Andrea Bocelli
Keeping up with inflation in retirement
Are Roth IRA Conversions Going Away
The top financial fears of retirees
The popularity of the Roth IRA
Maintaining your lifestyle in retirement
Preparing for higher tax rates in the future
99 for 99 - An Interview with Warren Sapp
The best time of the year to retire
Middle Class Millionaires
Travel on a fixed income
Inflation on the rise
A Midterm Financial Checkup
Bobby Bonilla Day
Retroactive Taxes
Zero taxes in retirement
An Interview with former NFL player, Eddie George
The Murray Brothers feat Bill Murray
Tim Allen and Richard Carn
Maintaining your standard of living
How to maintain your standard of living in retirement
What does your net worth mean in retirement?
Will tax changes make you a more conservative investor?
Securing Your Financial Future
Preparing for a market correction
How to minimize your tax burden in retirement - Legally!
How much can you risk in the market?
Predicting the stock market
Protect Your Retirement Accounts
The Top Mistakes Made When Planning for Retirement
The Ingredients to a Successful Retirement
Planning Your Finances for the New Year
Life Savings to Retirement Income
Worrying About the Stock Market
Retiring in 2021
How will the election effect your personal finances?
Year End Planning
Taxes and Running out of money
Taxes and Lessons of Black Monday
How will taxes change after the election?
Are state taxes coming for your retirement?
Defense wins championships
How to Retire in 2020
California Taxes and Estimating Income
California Taxes Across the Country?
A confusing economy
Nothing is Certain but Death and Taxes... Until Now!
Getting an Income Quote
The Power of Roth and Income Plans
Are pensions in trouble?
Mid-year reviews and Portfolio X-Rays
Mistakes to Avoid and Tax Efficiency
Making your money last (as long as you do!)
Surviving the Perfect Storm
A Rush to Roth and More Market Uncertainty
The Biggest Concern in Retirement
What Really Matters
Stress testing your portfolio
Early Retirement Packages and the End of Tax Cuts
Understanding the risk of your financial position
Now is the time for a Portfolio X-Ray
Filling the income gap in retirement
How to get back to work on your retirement plan
How to protect and rebuild your retirement savings
Smart tax moves during the downturn and recovery
Continuing to work through the Coronavirus Crisis
The New Normal
Explaining the losses on Wall Street
Tax Planning and Volatility
Tax Season and the SECURE Act
Overdue for a Bear Market and NFL Hall of Famer, Jonathan Ogden
NFL Hall of Famer, Jonathan Ogden
A Change in Mindset
Breaking down the SECURE Act
401k Millionaires
Bull Markets Hide Problems
Ravens, Roths, and Personalities
Market Loss or Low Returns?
Year End Planning and Taxes
Orphan 401ks and Rollovers
Tax Efficiency and a Complete Financial Plan
How to take advantage of low tax rates
Oil Prices and Bad 401ks
Protective Retirement
Market Strategies for a Volatile Market
Market Volatility is back!
Market Volatility Continues
How to Make Your 401k Tax Free (part 1)
Estate Planning and Tax Savings
Running Out of Money In Retirement - The Top Concern
Estate Planning Myths
Is Your 401k The Best Place to Save for Retirement?
Inheritances and Living It Up In Retirement
3rd Quarter Trouble For the Market and Your Money
SECURE Act - Changes to your retirement plans
Variable Annuities
Financial Advice and Investment Fees
Forced Retirement
Top Risks and Taxes in Retirement
What is in a Retirement Plan?
Recession Anniversary, Stocks & Taxes
Tucker Carlson
Tax Planning Tips and Retirement Fears
Mutual Funds
i4LIFE – Multigenerational Income Strategy
The Power of ROTH & Advanced Tax Planning