In this episode we welcome in the new year with goals for your financial and retirement planning.

In this episode we celebrate Christmas and talk about the importance of the season.

Mike looks at the past year and looks ahead to what's in store for the new year!

In this episode, we dive into the concept of sequence of return risk, a crucial factor in long-term investing. We'll break down how the timing of market returns can significantly impact your overall portfolio performance. By understanding this risk, you can make informed decisions to protect your savings and investments.

Are you worried about outliving your savings? Join us as we discuss the common pitfalls that can lead to financial insecurity in retirement. We'll explore strategies to protect your nest egg and ensure a comfortable retirement, no matter how long it lasts. Tune in to learn how to make your money last a lifetime.

In this episode we continue our discussion on how to prepare for higher taxes, especially when it comes to retirement income planning.

During this show, we’ll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We’ll also highlight limiting taxes on retirement withdrawals.

In this episode we interview Nathaniel Justice of the country/gospel quartet MARK209. They will be the featured performer at our client/listener Christmas event!

In this episode we continue our interview with special guest Mark Riefer on Faith Based Investing.

The full unabridged version of an interview with special guest Mark Riefer on Faith Based Investing.