Is retiring at 65 crazy? In this episode, Mike and Marc are going to talk about one billionaire who thinks so. Stay tuned as they unpack this article on the Strategic Planning Podcast this week.     Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com ..read more

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com ..read more

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER...and that was retirement planning. Let’s talk about why on today’s episode.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com ..read more

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com ..read more

Welcome to the first podcast episode of 2024! In the spirit of the new year, we're taking a look at a Yahoo Finance article about the biggest changes coming for retirement in 2024. We're going to walk through this article together and get Mike's thoughts on how the new year is shaping up. Stay tuned as we chat about interest rates, the Social Security COLA increase, increasing medical expenses, and more!   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com ..read more

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit, when you should really consider the delayed rewards...   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com ..read more

As 2023 swiftly comes to a close, it's time to make sure that we have our finances in order to properly prepare for the new year. Let’s discuss some of the financial matters that folks should consider addressing before December 31st. From maxing out your retirement contributions to tax loss harvesting, this episode is packed with valuable items to think about!   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com ..read more

We're back to finish unpacking our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talk ..read more

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A V ..read more

"Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? On today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com ..read more