PODCAST · business
Wise Money with Michael Andersen
by Michael Andersen
Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.
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85
The Reality of Retirement Spending
How much of your carefully saved 401k or IRA will actually end up in your own pocket—not the government’s? Rising costs, unpredictable life events, and hidden taxes can dramatically reshape your retirement reality. Michael Anderson and Amy Sharp unpack the most overlooked risks, bust common myths about retirement spending, and reveal what it takes to secure true financial stability—even as the rules keep shifting. Discover why creating your “financial compass” matters more than ever, all while navigating stories, surprises, and the realities most savers never see coming.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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84
Longevity Challenge
Do you know how much of your retirement savings will actually land in your pocket—and how much might slip away to taxes? While market risk and timing are front and center during your most financially critical decade, hidden pitfalls like tax efficiency and withdrawal strategies could quietly erode your hard-earned nest egg. Discover why ‘set it and forget it’ may not work, what’s at stake during the five years before and after retirement, and how second opinions could change your financial picture. The answers aren’t always obvious—but clarity begins with the right questions.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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83
Running Out of Money in Retirement
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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82
Legacy Planning
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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81
Preparing for Market Volatility
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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80
Act Your Age (Asset Allocation)
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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79
The Three Pillars of Financial Stability
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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78
Make Your Money Work for You
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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77
February Updates
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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76
Longevity Challenge
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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75
Act Your Age (Asset Allocation) - February 7th
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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74
The Longevity Challenge - January 31st
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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New Year, New Listener Mailbag Questions - January 24th, 2026
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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72
New Retirement Reality 2.0 - January 17th
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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2026 Financial Outlook - January 10th, 2026
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Top Financial News of 2025 - January 3rd, 2026
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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69
Planning for Large IRAs - December 27, 2025
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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68
Retirement Checklist - December 20, 2025
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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67
Preparing for Market Volatility - December 13th, 2025
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Retirement Income Planning - December 6, 2025
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Happy Thanksgiving - November 29, 2025
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Retirement Checklist - November 15th
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Medicare Decoded - November 8th, 2025
You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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The Reality of Retirement Spending - November 1, 2025
Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume? Michael Andersen goes over these questions and more!You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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New Retirement Reality - October 25th, 2025
Here's a reality check that might surprise you: The average American believes they need well over $1 million to retire comfortably, yet most have saved less than a tenth of that amount. The old retirement playbook—work until 65, collect a pension, and coast for 20 years—simply doesn't exist anymore. Financial Advisor Michael Andersen goes over what has really changed about retirement planning, and why are the traditional approaches leaving so many people vulnerable.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Financial Literacy - October 18th, 2025
Do you think you’d make the grade when it comes to financial literacy? Most Americans between the ages of 50 and 75 scored low marks when it comes to a retirement income literacy quiz, according to The American College of Financial Services. Michael Andersen goes over this and more!You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Top 5 Tips for a Happier Retirement - October 11th, 2025
Retirement is like starting a whole new chapter in life. For some, it’s exciting. For others, it can feel overwhelming. But there are ways to make it enjoyable. Today, here to share 5 Tips for a Happy RetirementYou need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Creating Dependable Retirement Income - September 20, 2025
Remember when you were working, and you could count on a regular paycheck hitting your bank account every month? For many retirees, that predictable income is replaced by constantly checking portfolio values and worrying about market fluctuations. But retirement doesn't have to feel like a financial rollercoaster.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Behavioral Finance and You - September 13, 2025
You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money. Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Behavioral Finance and You - September 6, 2025
You know how we sometimes do things that even we can’t explain? Well, it turns out, this also happens when it comes to our money. Have you ever been so scared of losing money that you didn't take a financial risk? Or maybe you've found yourself buying something just because everyone else is? These are just a couple examples of how our behavior plays a big role in our financial decisions.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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The Reality of Retirement Spending - August 30, 2025
Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume?Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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The Longevity Challenge - August 23, 2025
We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Make Your Money Work for You - August 16, 2025
It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some people tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Retirement Planning for Women - August 9, 2025
As you look forward to retirement, do you envision enjoying your free time, spending days with family and friends, traveling, pursuing hobbies, or doing charitable work? Or do you feel overwhelmed with worry about finances? While it's important for everyone to take charge of their financial future, women often face unique challenges that men may not.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Maximize Your Retirement Income - August 2, 2025
You’ve spent your entire career saving for retirement. How can you make sure you’ve done enough? The last thing you need at this stage of the game is to make a misstep, so you end up spending down your savings too quickly. So today we have four ways to help you optimize your retirement income. You can make the most out of your retirement by taking these strategic but simple steps. Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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The Longevity Challenge - July 26, 2025
We're living through what professionals call a "longevity revolution." People are living much longer than previous generations, which can be wonderful, but it creates some serious financial planning challenges. If you’re currently 65, there’s a very real possibility you could spend 25 to 30 years—or even longer—in retirement.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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The Reality of Retirement Spending - July 19, 2025
Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But what if that conventional wisdom is completely wrong? What if retirement spending actually follows a very different pattern than the neat, predictable decline that financial calculators assume?Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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48
Make Your Money Work for You - July 12, 2025
It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some people tell you ‘it’s less about the number of dollars you’ve saved and more about strategies you use with your savings.’Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Planning for Large IRAs - June 28, 2025
If you have money in a tax deferred retirement account like a 401k or an IRA, you may want to be aware of new retirement planning rules. The Secure Act and Secure Act 2.0 could have an even bigger impact on people who have saved $250,000 or more. Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Four Retirement Unknowns - June 21, 2025
I’ll bet a lot has happened to you in the last 20 years that you didn’t see coming. You probably had some unexpected blessings and also some obstacles to overcome. Either way, there were some big unknowns in your past and they’ll continue in the future.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Tax-Savvy Retirement Strategies - June 14, 2025
Some people spend decades diligently saving for retirement, watching their 401(k)s and IRAs grow. But here's an important question many fail to ask: "How much of that money will I actually get to keep after taxes?" If you have a million dollars in your retirement account, Uncle Sam could be entitled to a significant amount of that—depending on your tax situation.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Creating a 5-Star Retirement Plan - June 7, 2025
Picture a 5-star luxury resort. Lush greenery, scenic views, and top-notch customer service. Now picture a run-of-the mill roadside motel. A roadside motel probably isn’t going to be able to achieve a 5-star rating because … something’s missing. If you could rate your retirement plan, how many stars would it have? Choose Top Certified Financial Advisor Planner | Salisbury Easton MDMichael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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The Three Pillars of Financial Stability - May 31, 2025
When building a house, you'd never start construction without a proper foundation. Yet surprisingly, some people approach retirement planning exactly that way - focusing on just one aspect while ignoring other crucial elements that help provide essential support and stability.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDDisclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Creating a Lasting Legacy - May 24, 2025
Thanks for joining us today! It’s easy to make assumptions about what goes into a legacy plan, but Michael will help make it clear for you as we dive into the basics of creating a lasting legacy for your family. Choose Top Certified Financial Advisor Planner | Salisbury Easton MDDisclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Retirement Income Blueprint - May 17, 2025
Many of us spend decades preparing for retirement, diligently saving in our 401(k)s and watching our account balances grow. But as retirement approaches, a significant challenge emerges—how do you actually transform those savings into reliable monthly income? It's a shift from earning a paycheck to creating your own "retirement paycheck" that needs to last a lifetime.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDDisclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Taxes in Retirement - May 10, 2025
Many people assume that their taxes will go down once they stop working. While this might be true for some of you, for many, taxes could actually become one of your biggest expenses in retirement.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDDisclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Four Questions About Retirement - May 3, 2025
We’re faced with questions every day. What’s for dinner? When’s the meeting? How was your day? These are questions that are – or should be – easy to answer, but when you’re starting to consider retirement, the questions can get a lot more complicated.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDDisclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Tackling the Twin Threats of Taxes and Inflation - April 26, 2025
When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDDisclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Helping Protect Your Retirement from Hidden Obstacles - April 19, 2025
Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to help preserve against the challenges ahead.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDDisclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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Taking Control of Retirement - April 12, 2025
We've all experienced a series of unprecedented events in recent years, from a global pandemic and historic market crash to higher levels of interest rates, inflation, and global unrest. If you’re like many people, you might feel you have less control over your future. Now we’ll discuss what YOU can be doing – RIGHT NOW to help take back control of your financial future.Choose Top Certified Financial Advisor Planner | Salisbury Easton MDDisclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.You need a plan as you get closer to retirement — a plan that will take you from where you are now to the retirement you’ve always dreamed about. The first step on that path is to tune in to Wise Money with Michael Andersen. You only retire once, but Michael helps people retire every day. Choose Top Certified Financial Advisor Planner | Salisbury Easton MD
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ABOUT THIS SHOW
Disclosure: Michael Andersen Registered Investment Advisors (“Andersen Wealth Management”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Andersen Wealth Management and its representatives are properly licensed or exempt from licensure.
HOSTED BY
Michael Andersen
CATEGORIES
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