Talking Money

After a quick recap of last week’s show and a brief discussion of private investments (private equity, private credit, real assets and hedge funds ), Mike discusses questions you should ask your financial advisor or any financial advisor you are thinking about hiring: What is their continuity plan? What happens to your money if something […]

Will the upcoming election affect my stock investments? How will COVID continue to affect my investments? Should I sell everything and get into cash to “wait things out”? These questions are asked frequently these days. Wouldn’t it be easier if someone could accurately predict the future of the market? Unfortunately, no one can accurately predict […]

Have you thought about who will handle your estate when you pass? Have you communicated to that person where your important information is? Do they know where to find information about bank accounts, investments, and insurance policies? Are there valuable items you want to pass to a specific person? Do you have special requests for […]

Have you thought about who will handle your estate when you pass? Have you communicated to that person where your important information is? Do they know where to find information about bank accounts, investments, and insurance policies? Are there valuable items you want to pass to a specific person? Do you have special requests for […]

Bart Bryant, professional golfer, joins Mike to discuss golf, the “behind the scenes” of the PGA Tour, and what it was like to have Tiger Woods be your runner up! They also talk about things Bart has learned about money–from the importance of generosity to the value of having a like-minded financial advisor.   Video […]

Is that free Social Security analysis I saw advertised really as good as it sounds? Free sounds too good to be true! What about the spousal benefit for Social Security? How does that work? What are the implications of drawing before full retirement age? Eddie Holland, CPA, CFP®, CKA®, and Social Security expert, joins Mike […]

Applying for Medicare can be a complicated process. Eddie Holland, CPA, CFP®, CKA®, and Social Security expert, joins Mike to discuss the different types of Medicare, how Medicare can affect your HSA eligibility, when to apply for Medicare, penalties for filing late for Medicare, and potential exemptions from filing for Medicare. They also answer several […]

“I saw this great ad the other day! Check out this awesome looking annuity!” Mike looks at a few annuity offers that listeners have sent in and explains exactly how these products work. The promises you see aren’t always what they seem. He also answers a listener’s questions on taxes.

Annuities aren’t an alternative to investing in the stock market?!?! What?! Mike explains how annuities are better seen as an alternative to a CD and not as an alternative to investing in the stock market. He answers questions about fixed annuities, variable annuities, and indexed annuities. Part two of three.

Have you ever wondered why some new businesses not only survive, but grow to become successful enterprises, while many don’t make it past the first year? Listen as John Warren, Marine veteran and cofounder of Lima One Capital, discusses with Mike some of the business philosophies and culture that made Lima One Capital a success! […]

What are the different kinds of annuities? How are they different? How do annuities work? How does withdrawing from an annuity affect my taxes? Mike begins to unpack annuities in part one of a three part series.  

Highlights from show aired April 25, 2020. What are some ways you can give to your favorite charity without opening your checkbook? How does knowing your financial “finish line” help you determine your giving capacity? Did you know you can donate part of your business assets, even before the business is sold? Daniel Hicks, charitable […]

Highlights from show aired April 11, 2020. The Coronavirus Aid, Relief, and Economic Security Act—or the CARES Act—is officially the law of the land. If you are taking a Required Minimum Distribution or need to make an IRA withdrawal due to a CORONA RELATED financial consequence, this is a MUST LISTEN TO Podcast! Alan Cox, […]

Did you know you may owe income tax on the sale of your home? What are the IRS rules surrounding this tax? Eddie Holland, CFP®, CPA, CKA®, joins Mike to discuss this tax planning strategy.

What effect will the resurgence of COVID-19 and the upcoming presidential election have on the stock market and economy? What changes should you make in your portfolio now? Mark Elam, Senior Investment Strategist in the Investment Strategy Group of Ronald Blue Trust, joins Mike to discuss these questions relevant to our current economic situation.

Highlights from show aired February 8, 2020 Estate planning can be confusing! Especially with so many recent changes in estate tax law that could cause your estate plan to pass your assets in a way that you don’t intend. Do you have some type of “Formula Trust” in your documents? Are your documents up to […]

How can I help my kids visualize the value of a dollar? How can I teach my children the value of giving? What are some ideas to teach my kids about using money wisely? On this episode of Talking Money, Mike and special guest Dan Grover explore some creative ways to help your children see […]

Should I help my struggling family member financially? How do I know if I am actually helping or hurting them? Dan Grover,  CFP® professional and senior private wealth advisor at Ronald Blue Trust in Charlotte, joins Mike to discuss considerations when helping others financially.   The document “Financial Assistance to Others,” offered and discussed in […]

Highlights from show aired February 1, 2020. Nick Stonestreet, CEO of Ronald Blue Trust joins Mike to discuss the importance of not owning too much of any one company’s stock.  Nick and Mike both share stories of actual situations to illustrate the importance of an effectively diversified portfolio.  

Is it a good idea to leave specific dollar amounts to my beneficiaries? How do special needs children factor into my estate plan? Mike answers these listener questions and more about estate planning.