Strategic Planning Podcast

Dolly Parton isn’t just a music icon—she’s a source of timeless wisdom. In this episode, we explore her most inspiring quotes and how they can guide your financial decisions, from saving to dreaming big. Let Dolly’s advice help you build a life, and wallet, worth singing about!

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if it’s worthwhile.

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

Today, we’re unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort.

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

In many ways, retirement planning was easier for previous generations. If you’re retiring now, you face a completely different set of challenges than your parents or grandparents did. Let’s talk about why the retirement planning decisions of the past were easier to make…

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

The obvious thing for us to do on this podcast is to talk about all the reasons why you should work with a financial advisor. And we do that! But today, we're going to have some fun and share some reasons why you shouldn't. Stay tuned!

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. On this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security.

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?

Show Links & Info:

SPC Investing: http://spcinvesting.com/  

Schedule A Visit: https://talkstomike.com/