In this episode Michael gives us the story of his own personal and financial journey with it's valuable lessons to help all of us on the road to financial freedom.

During today’s show, we’ll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.

On today’s show, we’re going to consider the pros and cons of life insurance and Roth IRAs for retirement income as well as saving in a 401(k) and an IRA in the same year.

During this show, we’ll examine many of the legal and strategy steps you should consider if you inherit an IRA.

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.

During this show we’re going to take a close look at annuities, particularly their pros and cons.

During this show, we’re going to chat about the signs that help you how to know if you’re ready for retirement.

During this show we’re going to examine some mid-year 2025 financial steps that could brighten your 2026.

In this episode, we demystify the world of investing by exploring the dos and don'ts. We'll cover everything from initial consultations and risk assessments to portfolio construction and ongoing management, providing a clear roadmap for anyone seeking expert guidance. Don't let your emotions affect your financial decisions!