How to Retire on Time – Details, episodes & analysis
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Apple Podcasts
🇩🇪 Germany - howTo
06/01/2026#79🇩🇪 Germany - howTo
05/01/2026#53🇨🇦 Canada - howTo
04/09/2025#73🇨🇦 Canada - howTo
03/09/2025#43🇨🇦 Canada - howTo
21/06/2025#80🇨🇦 Canada - howTo
20/06/2025#45🇨🇦 Canada - howTo
18/02/2025#67🇨🇦 Canada - howTo
17/02/2025#50🇺🇸 USA - howTo
11/02/2025#91🇺🇸 USA - howTo
22/10/2024#59
Spotify
No recent rankings available
Shared links between episodes and podcasts
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See all- http://www.yourwealthanalysis.com/
69 shares
- http://www.yourwealthanalysis.com
44 shares
- https://www.justserve.org/
42 shares
RSS feed quality and score
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See allScore global : 59%
Publication history
Monthly episode publishing history over the past years.
Tips on How to Structure the Sale of Your Business
Episode 60
vendredi 18 octobre 2024 • Duration 11:47
“Hey Mike, how do you go through the process of selling a business?” Discover the steps you may want to take before you put your business up for sale so you can potentially get more money out of the sale.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Ways to Take Your 401k and Transform it Into a Retirement Plan
Episode 59
jeudi 17 octobre 2024 • Duration 13:57
“Hey Mike, I’m having a hard time understanding how income works in retirement. I don’t have a pension. Can you explain how people generate income in retirement and why they pick certain strategies?” Discover the benefits and detriments of various income strategies that you can implement from your 401k when you retire.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Why Suitability Questionnaires May Not Be Enough
Episode 50
vendredi 4 octobre 2024 • Duration 09:29
“Hey Mike, I feel like I am taking too much risk but keep getting reassured that I am fine. Can you expand on how to self-assess the appropriate amount of risk a person should take?” Discover why taking a suitability intake questionnaire may not be enough and what you can do to help find the right risk balance in your portfolio.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Understanding the Good, the Bad, and the Ugly of Indexed Universal Life Insurance in Retirement
Episode 49
jeudi 3 octobre 2024 • Duration 21:20
“Hey Mike, I’ve been reading about indexed-universal life insurance and how it can be a tax-efficient income stream in retirement. I can’t find the downside. What am I missing?” Discover the benefits and detriments of indexed universal life insurance when it comes to your retirement plan.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
How Often Should You Rebalance Your Portfolio
Episode 48
mercredi 2 octobre 2024 • Duration 06:28
“Hey Mike, how often should a person review and rebalance their portfolio?” Join Mike and David as they discuss when it may make sense to rebalance and when it may make sense to leave your portfolio alone.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Breaking Down Retirement Savings Plans for Self-Employed Individuals
Episode 47
mardi 1 octobre 2024 • Duration 12:15
“Hey Mike, how should self-employed people save for retirement? For example, should we fund SEP-IRAs? SIMPLE IRAs? It’s a bit confusing, at least for me.“ Discover different ways you can save for retirement if you are a small business owner.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Addressing a Potential Conflict of Interest in Annuity Sales
Episode 46
lundi 30 septembre 2024 • Duration 14:04
“Hey Mike, how can you recommend annuities and call yourself a fiduciary? They are full of fees and make insurance companies rich while you get little, if any, back.” Discover the reality of annuities sales and what is going on behind the scenes.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
1031 Exchange Options for Those Trying to Sell Their Investment Real Estate
Episode 45
vendredi 27 septembre 2024 • Duration 09:59
“Hey Mike, can you define what ‘like-kind’ means when it comes to 1031 exchanges?“ Discover various investment options for those who are trying to get out of their investment real estate but don’t want to pay an arm and a leg in taxes.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
The Difference Between Basic Tax Planning and Comprehensive Tax Planning
Episode 44
jeudi 26 septembre 2024 • Duration 20:47
“Hey Mike, everyone says they do tax planning, but very few people talk about anything beyond IRA to Roth conversions. Is that really all tax planning is?” Discover what you should expect when it comes to tax planning in retirement.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
What to do With Your Annuity When it Struggles to Grow
Episode 43
mercredi 25 septembre 2024 • Duration 16:48
“Hey Mike, I’ve had an annuity for a few years, and it hasn’t grown much. What are my options and can I get out of it without paying taxes or a surrender penalty?” Discover why some annuities can’t grow their cash value and what you can do about it.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
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