Informações:
Sinopsis
Financial Planner Mike Millers weekly radio show on sound investing.
Episodios
-
IRA Distributions: When and How
08/01/2022 Duración: 44minIn this episode, Mike looks back on some past listener questions that still get asked frequently today: When exactly do I need to start taking my required minimum distribution (RMD)? What is the best way to take that RMD? Has the age requirement changed? How does the qualified charitable distribution (QCD) work? Is there a […]
-
Best of Talking Money: Financial Confidence: A Client Story
01/01/2022 Duración: 45minHighlights from show aired October 9, 2021 Mike is joined by his cousin Tim Van Dam and Tim’s wife, Martha, who also happen to be Ronald Blue Trust clients. Tim and Martha share a little bit of their backgrounds and how the Greenville office of Ronald Blue Trust has helped them on their financial journey.
-
Best of Talking Money: What is Your Financial Plan
18/12/2021 Duración: 40minHighlights from show aired December 19, 2020 Scott Clark, CFP®, CKA®, joins Mike to discuss the Everyday Steward division of Ronald Blue Trust. They discuss the importance of having a financial plan, having your estate in order, and making sure you are truly diversified in your investments. A special offer for our listeners! For $500 […]
-
Divorce and Probate
11/12/2021 Duración: 43minGreenville County Probate Judge Debora Faulkner joins Mike to discuss how South Carolina probate laws work in divorce situations. Does the law assume you want your ex-spouse to get anything upon your death? If you are getting or have been divorced, have you changed all your documentation to accurately reflect what assets you would like […]
-
A Biblical Relationship with Money
04/12/2021 Duración: 46minWhat does the Bible say about money? John Dodd, Senior Private Wealth Advisor in the Nashville office of Ronald Blue Trust, joins Mike to discuss how you can develop a biblical relationship with money. Money is a tool God gives us to grow His kingdom. It is not a source of contentment or a measure […]
-
Best of Talking Money: The Confusing World of IRAs
27/11/2021 Duración: 43minHighlights from show aired August 21, 2021 Mike unpacks some of the confusing world of IRAs. A listener recently asked a question about transferring an IRA from a deceased family member to multiple family members. What are some of the tax considerations and implications for transferring an IRA? What is a step up in basis? […]
-
Tax Strategies to Think About Now
20/11/2021 Duración: 32minAlan Cox, Head of Estate/Trust Planning and Estate Settlement at Ronald Blue Trust, joins Mike to discuss some pending legislation as well as some tax strategies you can implement this year. There are different provisions provided by the CARES Act, not only for those who itemize, but also for those who can’t itemize deductions. Talk […]
-
Live at the Turkey Fry Donation Drop-off
18/11/2021 Duración: 46minMike broadcasted live from the Miracle Hill Turkey Fry Donation Drop-off event. Yolanda Campusano joins in to discuss the Turkey Fry event. For the past 15 years, Miracle Hill has partnered with the Ellis and Bradley show on WSSL as well as several other organizations to make sure the homeless and less fortunate in our […]
-
Investment Considerations: Bonds and Inflation
06/11/2021 Duración: 44minMark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to discuss some important considerations to think about regarding your investments. They answer four listener questions: Is it hard to create my own portfolio of stocks, ETFs, and Mutual Funds? Is there a significant difference between owning a grouping of bond funds or owning […]
-
Best of Talking Money: The Ronald Blue Trust Difference
30/10/2021 Duración: 45minHighlights from show aired June 26, 2021 Mike is joined by Eddie Holland, Ronald Blue Trust advisor, and Hayden Ericks, Ronald Blue Trust intern, to discuss what makes Ronald Blue Trust so different. Some of what makes us different than most other financial planning firms: Our core philosophy is: “Helping Christians free up resources for […]
-
IRA Strategies Part 2
23/10/2021 Duración: 45minMike discusses questions and issues around things that are on the table in Congress that could change how you handle your IRA: The back door Roth conversion elimination: What is the back door Roth conversion and how does it work? Who would be affected by this policy change? Roth conversions for those with an income […]
-
The Many Options of Beneficiary Selection
16/10/2021 Duración: 42minMike takes a look into the world of beneficiaries and answers some common questions: What takes priority: what your Will says or how beneficiaries are named in the various contracts? Per stirpes: what is it and how does it keep your assets in your family? (for more information on per stirpes, read this Blog post. […]
-
Financial Confidence: A Client Story
09/10/2021 Duración: 45minMike is joined by his cousin Tim Van Dam and Tim’s wife, Martha, who also happen to be Ronald Blue Trust clients. Tim and Martha share a little bit of their backgrounds and how the Greenville office of Ronald Blue Trust has helped them on their financial journey.
-
IRA Strategies Part 1
02/10/2021 Duración: 44minThis week, Mike discusses a listener question regarding taking money out of an IRA to pay off a mortgage: tax considerations longevity of being in the house; ROI consider your risk tolerance He then continues with some other IRA strategies and considerations: Other reasons to take money from IRA Use caution if someone wants you […]
-
Are You Smarter Than a Scammer?
25/09/2021 Duración: 46minFraudsters come in many varieties. We must be vigilant to protect our assets and potentially the assets of others. Mike is joined by Carl Francois, SVP and Bank Security Act and Fraud Officer for Southern First Bank, to discuss tricks we all need to be aware of. Scams can come from email, text, social media, […]
-
Best of Talking Money: Social Security Mistakes
18/09/2021 Duración: 39minHighlights from show aired June 19, 2021 Eddie Holland, CFP®, CPA, CKA® joins Mike to discuss six common Social Security mistakes that the Wall Street Journal outlined in a recent article: Worrying about dying too young Waiting too long to claim Not working because of the earnings limit Not filing for widow’s or widower’s benefits […]
-
Estate Planning; Life, Love, and Legacy
11/09/2021 Duración: 46minMike discusses this recent article from the Ronald Blue Trust quarterly newsletter. He talks about the values his parents instilled in him and tells some stories of his growing up years as examples. He discusses the questions: How much should I leave to my children? Should I give inheritance money to my children while I […]
-
Best of: How retirement literate are you?
04/09/2021 Duración: 32minHighlights from show aired May 15, 2021 Mike discusses a recent survey put out by the American College of Financial Services regarding retirement literacy. How aware are you of different scenarios of retirement? Are you really retirement literate? You can take the quiz here. (Hint: Mike gives several of the answers in this episode, so listen […]
-
Live at the Miracle Hill Kids Ninja Challenge
28/08/2021 Duración: 46minListen to several stories of how God has used Miracle Hill in the lives of several staff members. Sarah grew up in Greenville but never really knew what Miracle Hill was until she needed it. She benefited from both the Shepherd’s Gate shelter and Renewal program and now works full time for Miracle Hill. Katie […]
-
The Confusing World of IRAs
21/08/2021 Duración: 45minMike unpacks some of the confusing world of IRAs. A listener recently asked a question about transferring an IRA from a deceased family member to multiple family members. What are some of the tax considerations and implications for transferring an IRA? What is a step up in basis? Does an IRA get a step up […]