Strategic Planning Podcast

Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

A recent USA Today article outlined 4 financial milestones that should indicate you’re ready for retirement if you hit them. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

We were playing the dangerous game of perusing the comments section of a recent article about COVID-19 and the impacts on retirees and how much money you’ll need to retire going forward. The trip into the comments section is always a mixed bag of trolling, inaccuracies, and sometimes surprisingly helpful insight from what we’ve come to describe as “Keyboard Warriors.” Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

Step into the classroom and let’s take a look at some financial terms, define them, and find out if they’re important for the typical investor and saver to know about them. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Let’s look at some of the common characteristics of highly intelligent people that you should apply to your financial life. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them). Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

The Coronavirus pandemic has likely led to you hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

In wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill call the CARES Act. We talk about the main points of this bill and how it could possibly benefit you and your family. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

At the time of this podcast recording, 3/9/2020, the market dropped pretty significantly. We discuss why this is happening and why a plan is key in order to sustain big drops when they do occur. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

Today's episode focuses on what basis points are and why it is important for you to understand this financial term. We also address an email question from Miles who asks if it is okay to work with multiple financial advisors. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media... Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

The new year brings new changes with the passing of the SECURE Act. This week we will discuss the elimination of the stretch IRA and how it may affect your financial plan. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338  

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes... Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

Sometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire." Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338

This week we touch on diversification not only in your portfolio but in your news sources. Too much of any one resource might have you thinking the sky is falling or that everything will be fine forever. The reality is somewhere in the middle. Join us to discuss. Show Links & Info: SPC Investing: http://spcinvesting.com/ Schedule A Visit: https://talkstomike.com/ Call: 336-668-4338