Mike from Spartanburg poses a question to Mike about investing in gold futures and real estate—do you have to use a special broker?  Plus, Mike gives his mid-year update on the economy and stock market.

Are you doing what YOU want to do in retirement or what others expect you to do? Plus, a frank discussion about downsizing—hint, don’t wait until it’s too late!!

Did you know that when a company pays a dividend, the price of the stock drops by the amount of the dividend!  Portfolio manager Rusty Leonard, CFA®  joins Mike to discuss buying dividend paying stocks as an investment strategy.  Plus, Rusty shares his thoughts on where he thinks the stock market and economy are heading this year.

Qualified Charitable Distributions can’t  be used with a Donor Advised Fund, but there are other options.  Bobby McDonald, Executive Director of the South Carolina Christian Foundation joins Mike in this very timely discussion.

Eddie Holland, CPA, CFP® joins Mike to talk about Social Security benefits you are entitled to as a survivor or from your divorced spouse.

Maximize your giving by minimizing your taxes!  Tax Attorney Daniel Hicks discusses with Mike the little known world of CRUTs, CRATs, GRATs, Gift Annuities, and other tax efficient methods of making gifts during your lifetime and through your estate.

Eddie Holland, CFP®, CPA answers some of the biggest questions relating to Social Security benefits, including your own benefit and spousal benefits.

Why do 529 plans make the grade for parents in South Carolina? Guest host, Jeremy Weaver, CPA/PFS, and special guest, Ryan White of Columbia Threadneedle Investments, discuss saving for college.

Don’t make charitable contributions every year and maximize the Standard Deduction!  Mike reviews a technique called “bunching deductions” in light of the new tax law.

What do the new tariffs mean for the economy and stock market?  Vident Financial Chief Economist, Jerry Bowyer, and Mike discuss this very timely subject.