Your Retirement Blueprint with Michael

Your Retirement Blueprint with Michael

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Your Retirement Blueprint with Michael episodes

  • 5 - Understanding Life Insurance: Types, Benefits, & What You Need to Know

    Life insurance isn't just about death - it's about protecting your loved ones, building wealth, and planning for the future. In this episode, I break down the different types of life insurance - term, whole, universal, and variable - and explain how each one works. We'll explore the pros and cons of each policy, common uses like income replacement and estate planning, and the key implications for your financial goals. Whether you're shopping for coverage or just want to understand your options, this episode will help you make informed, confident decisions.

    Get in touch with Michael directly: https://forms.gle/9s8innFwpXtWEJW3A

    8 min
  • 4 - How Financial Advisors Get Paid - and Why It Matters to You

    In this episode, we unpack the different ways financial advisors are compensated - fee-only, commission-based, and fee-based - and what each means for your money. Learn how advisor compensation can impact the advice you receive, potential conflicts of interest, and how to ask the right questions before hiring one. Whether you're seeking investment guidance, retirement planning, or holistic financial advice, understanding how your advisor gets paid is key to building a transparent trustworthy relationship

    Get in touch with Michael directly: https://forms.gle/9s8innFwpXtWEJW3A

    7 min
  • 3 - Taxes 101 and what you need to know

    In this episode, we break down the fundamentals of how taxes really work - without the jargon. I'll walk you through how your tax bill is calculated, the difference between deductions and credits (and why that matters), and common strategies to reduce your tax liability legally and effectively. We'll also bust some of the biggest tax myths and highlight the most frequent mistakes I see people make - so you can avoid them. Whether you're a first-time filer or just want to feel more confident come tax season, this episode is packed with practical insights to help you understand your taxes and keep more of what you earn.

    Get in touch with Michael directly: https://forms.gle/9s8innFwpXtWEJW3A

    11 min
  • 2 - Which investment account should I use?

    Ever wonder what are the different types of investment accounts out there and which is right for you? Michael breaks down what the different investment accounts out there, what are they used for, the differences between them, and which is right for you based on your goals.

    Get in touch with Michael directly: https://forms.gle/9s8innFwpXtWEJW3A

    9 min
  • 1 - What are the common designations?

    What are all those letters after the advisor or coach's name? What do they mean? Michael breaks down the alphabet soup so you know what to expect.

    Get in touch with Michael directly: https://forms.gle/9s8innFwpXtWEJW3A

    9 min
  • 0 - Welcome

    Are you interested in learning more about personal finance? Michael is a CERTIFIED FINANCIAL PLANNER® and will cover all the different topics related to your financial plan so you can feel confident in your future.

    Get in touch with Michael directly: https://forms.gle/9s8innFwpXtWEJW3A

    2 min

About Your Retirement Blueprint with Michael

From the publisher's feed

Your Retirement Blueprint with Michael is a podcast about holistic financial planning that helps listeners align money with life goals. Michael explores different topics of your financial plan such…