What is the best way to prepare for an economic disaster—is it buying gold?  Watch out for another hidden cost of the Income Withdrawal benefit from an annuity.  Plus, Mike discusses the importance of having a relationship with a trusted advisory team and/or individual for your spouse!

Did you shop around for the best annuity for your situation or did you just buy the one the agent was selling at the time?  Mike reviews the variations in annuity payouts and the research Barron’s presented in a recent printed edition.

7% returns with no market risk!!  What’s the catch?  It’s a BIG one!!!

Part II: Mike shares what financial experts say is the best advice about money they ever received.  Joey Hudson, The Answers’ weekday morning host called in and Bill Love, Earth FM morning DJ, stopped by the studio to share the advice they received as they were growing up.  Plus, biblical financial advice from Ron Blue and Russ Crosson.

Part I: Mike shares what financial experts say is the best advice about money they ever received.  Joey Hudson, The Answers’ weekday morning host called in, and Bill Love, Earth FM morning DJ, stopped by the studio to share the advice they received as they were growing up.  Plus, biblical financial advice from Ron Blue and Russ Crosson.

Worried about the threats of tariffs with China?  Mark Elam, Investment Strategist at Ronald Blue Trust joins me live in the studio to share his ideas about investing for the next recession! Plus, does your risk in the stock market go up or down as your holding period gets longer? (Original air date: May 25, 2019)

Don’t make these mistakes when you inherit an IRA!  Plus, Mike answers questions from Pam about including a trust as the beneficiary of her IRA.

How do you effectively diversify your portfolio?  When should you “pull the trigger” and sell an investment that isn’t performing as well as the rest of the portfolio?  Dr. Jim Rook, Senior Private Wealth Advisor at PlanFIRST | Ronald Blue Trust, joins Mike to discuss this very timely topic.

Need financial planning advice, but don’t have $1 million?  Scott Clark, CFP®, joins Mike to discuss the new Everyday Steward division for PlanFIRST | Ronald Blue Trust.  Scott and his team could be the right fit for you whether you are just out of college and need some one-time guidance, need a second opinion on your current plan, or would like ongoing financial planning and/or investment management.  Listen and learn more about this new service!

Roth distributions are tax-free, but only if you follow the rules!  Did you know the rules are different for distributions from a conversion versus a contributory Roth IRA?  Mike explains the difference in this timely, potentially money saving edition of Talking Money!