Mike unpacks the confusing world of beneficiary designations – Part I. Have you disinherited your grandchildren from your IRA?

Dow hits record high!!  Which company stocks helped the Dow reach 20,000?  Is it time to bail out?

Mike exposes the futility of the “gloom and doom” predictions and gives a rational outlook for 2017.

Head for the hills!!  Mike warns listeners not to heed the dire predictions from charlatans trying to scare you into buying their “risk free” system or newsletter.

End of year tax-saving moves you can still make! Plus, Mike tells you how to itemize your deductions even when you don’t think you can!!

Property taxes—what you need to know!  Greenville County Auditor Scott Case, CPA is Mike’s guest.

The post-election Trump victory stock market rally—is it for real or just full of hope!

Estate Planning attorney Randy Fisher joins Mike to discuss what to do when mom and dad die without a will.  Plus, they discuss what is unique about assets held in a Community Property State like California.

Do you have an Advance Funeral Plan? Julian Ward joins Mike as they discuss how to plan–and pay for–your funeral. If you prepay, be sure to look for the word “guaranteed”!

Mike and PlanFIRST advisor, Eddie Holland, CPA, CFP®, discuss the need for life insurance in retirement, including what kind to buy and how to keep your life insurance, but not pay any more premiums!