Mike gives an overview of what to expect for the markets and the economy in 2015. Can we trust what the analysts are predicting?

Emergency room physician, Dr. Ed Leap, joins Mike to discuss how the ACA (Obamacare) has affected the emergency room and other areas of medical practice.

Mike discusses how PlanFIRST differs from the usual large brokerage firm with Jeremy Weaver, CPA, the newest member of the PlanFIRST team. Mike and Jeremy also discuss capital gains distributions for mutual funds.

Can you get a copy of a family member’s Will even if you are not the Personal Representative? How can you protect a parent that has signs of dementia from being taken advantage of by fundraisers — even supposedly conservative ones?

Mike talks about how politics and world affairs affect the stock market.

Mike provides a thorough market update.

Radio listeners Allan in Spartanburg, Lacey from Columbia, and Jim from Pendleton ask Mike’s thoughts on investing in their 401(k), bond portfolio allocation, and how to get stock advice for an 11 year old son.

Mike discusses the importance of diversification in light of the recent high volatility in the stock market.

Mike and his guests, Edward Earwood with Advance Carolina and John McCormick with Hidden Treasure Christian School, discuss the SC Education Credit for Exceptional Needs Children

Mike, along with his special guest Hans Blake (an investment research analyst at PlanFIRST), talks about how you should design a portfolio.