Ranked #1
026: How To Choose An Advisor
026: How To Choose An Advisor
In this podcast, Mike shares the three main questions you want to have answered to your satisfaction when you are lookin... Read more
3 Dec 2019
•
30mins
Ranked #2
025: How a 10% Tax Increase Leads To 70% More Tax
025: How a 10% Tax Increase Leads To 70% More Tax
In this podcast, Mike shares how a 10% increase in tax rates can lead to owing 70% more tax on the same income. This is... Read more
12 Nov 2019
•
28mins
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Ranked #3
019: Will the IRS Be Your #1 Beneficiary
019: Will the IRS Be Your #1 Beneficiary
On this week's podcast, Michael D. Reese, CFP® will discuss whether or not the IRS will be the biggest beneficiary in yo... Read more
2 Aug 2019
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37mins
Ranked #4
022: Goals Strategies Tools
022: Goals Strategies Tools
On this week's podcast, Mike will talk about the three levels of planning – Goals, Strategies, and Tools. What is most ... Read more
16 Sep 2019
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40mins
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Ranked #5
024: Three Levels of Investment Help
024: Three Levels of Investment Help
In this podcast, Mike talks about the three levels of investment help. Product Providers Investment Advisors Financi... Read more
14 Oct 2019
•
31mins
Ranked #6
018: Retirement Planning Is So Much More...
018: Retirement Planning Is So Much More...
On this week's podcast, Michael D. Reese, CFP® will share the three ways that retirement planning is so much more than j... Read more
29 Jul 2019
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38mins
Ranked #7
017: Beneficiary Blunders
017: Beneficiary Blunders
On this week's podcast, Michael D. Reese, CFP® will share a story about the mistakes Don and Patty ran into when it came... Read more
22 Jul 2019
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37mins
Ranked #8
021: 3 Reasons Why Annuities Are Unsung Heroes
021: 3 Reasons Why Annuities Are Unsung Heroes
On this week's podcast Mike shares an interesting article from Forbes Magazine that talks about why annuities are so hel... Read more
2 Sep 2019
•
38mins
Ranked #9
020: Surviving Spouse Tax Trap
020: Surviving Spouse Tax Trap
On this week's podcast, Mike will discuss how the current tax code punishes surviving spouses and why that is the case. ... Read more
19 Aug 2019
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40mins
Ranked #10
016: An Interesting Tax Discussion
016: An Interesting Tax Discussion
On this week's podcast, Michael D. Reese, CFP® will share a scenario about John and Mary to show you how taxes work when... Read more
15 Jul 2019
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39mins
Ranked #11
023: The Five Risks
023: The Five Risks
Tune in to listen to Mike discuss the five risks that can effect your financial success in your dream retirement. Your b... Read more
30 Sep 2019
•
35mins
