FINANCIAL RESOLUTIONS – Checking in with your advisor can be critical to determining your path forward, staying on track, and identifying strategies to improve your financial outcome. This is just one resolution that Mike Neumeier discusses in this week’s episode.

THE HOLIDAYS – Financial resolutions are some of the most common New Year’s resolutions made. What do people recognize they need to improve on? Listen as Mike Neumeier discusses the importance of meeting with a financial professional this time of year.

MARKET RISK & PROTECTION – How do you gauge risk level and risk tolerance? What should investors consider when making investment decisions? Listen as Mike Neumeier discusses issues and solutions when considering the opportunity for growth, risk, and risk exposure on this week’s episode.

PROTECTION & INSURANCE - Protection and insurance are important topics when discussing your financial plan. Listen as Mike Neumeier discusses this topic and more in this week's episode.

ROTH CONVERSION STRATEGIES – “Using extra savings”: Anytime you have “extra money" to save a Roth should be in the conversation, but especially after 50, when you have the ability to make “Catch-up contributions”. This is just one conversion strategy that Mike Neumeier will discuss in this week’s episode.

ROTH PART 1 – A conversion involves proactively reclassifying existing tax-postponed/tax-deferred dollars. In this week’s episode, Mike Neumeier will discuss the Pros & Cons associated with Roth Conversions.

TAKING RISK – Protecting a lump sum is one thing but, protecting the income you depend on is another challenge altogether and another important aspect of a comprehensive retirement plan. How do we protect (and maximize) the income we can count and depend on for retirement? Listen as Mike Neumeier discusses this topic and more on this week’s episode.

TAXES & THE RED ZONE – It is vital we understand retirement income and taxation (and how much we need a plan) BEFORE we retire or make missteps increasing the odds of running out of money or paying more in taxes than we have to. Listen as Mike Neumeier discusses Taxes & The Red Zone on this week’s episode.

10 STEPS TO PLANNING – Identifying your sources of retirement income is one of the first steps you should take when planning for retirement. In this week’s episode Mike Neumeier discusses 10 steps to take to help reach your retirement goals and why identifying your sources of income is such an important step.

MEASURING RESULTS - When faced with uncertainty, investors tend to make decisions based on their emotions and subjective experiences, not on logic or objective reality. As a result, investors can easily make the wrong decision for their individual situation. Listen as Mike Neumeier discusses this topic and more on this week’s episode.