Talking Money

Estate Planning covers a wide range of documents and details. Will your loved ones know how to access your important documents and the funds necessary to take care of your final expenses? Should you hire an estate planning attorney? Is it better to hold your assets in Joint Ownership or just let your assets pass […]

Part Two of Estate Planning is Much More than a Will Is your entire estate plan hinged on your will? How much do you expect from your power of attorney? Mike discusses these two common estate planning mistakes and more from an article by Bob Carlson.

Part One of Estate Planning is Much More than a Will Do you have an estate plan? What else do you need besides a will? Does someone else know how to access your passwords for digital assets? Mike answers these questions and more on this segment of Talking Money.

Highlights from “Hoodwinked? Me? Never…” I won’t ever get duped by a scam artist! I can spot a scam a mile away! Overconfidence is probably one of the first signs that you are next in line to be scammed. Mike retells the stories of several people that were taken advantage of by scam artists and […]

I won’t ever get duped by a scam artist! I can spot a scam a mile away! Overconfidence is probably one of the first signs that you are next in line to be scammed. Mike retells the stories of several people that were taken advantage of by scam artists and how you can be better […]

Part 2 of Can You Invest Too Conservatively How should you structure your portfolio for a retirement income that still protects against the hidden risk of inflation? Mike discusses the dangers of investing so conservatively that you reduce the risk of your portfolio going down (volatility) while at the same time increasing the risk of […]

Part 1 of Can You Invest Too Conservatively How should you structure your portfolio for a retirement income that still protects against the hidden risk of inflation? Mike discusses the dangers of investing so conservatively that you reduce the risk of your portfolio going down (volatility) while at the same time increasing the risk of […]

How should you structure your portfolio for a retirement income that still protects against the hidden risk of inflation? Mike discusses the dangers of investing so conservatively that you reduce the risk of your portfolio going down (volatility) while at the same time increasing the risk of loss of purchasing power.

Part 2 of Annuities 101: Mike answers a listener’s question about contributing to an employer’s 401K plan. He then discusses the annuity 1035 tax free exchange.

Part 1 of Annuities 101: Mike explains how annuities work and some strategies for transferring those assets to an IRA, including using a 1035 tax-free exchange.

Mike answers listener questions about annuities, transferring an annuity to an IRA, advantages of the 1035 tax-free exchanges, and how you can know your marginal tax bracket (and why it’s important).

Business owners take notice!! Listen in before selling your business! Daniel Hicks, Gift Planning Attorney with the National Christian Foundation joins Mike to review several unique gifting techniques. For more information on the National Christian Foundation, click here.

How “Independent” is your Independent financial adviser? Mike discusses the good and potentially bad of being an independent adviser; plus a review of the new Code of Ethics from the CFP Board of Standards.

The Coronavirus Aid, Relief, and Economic Security Act—or the CARES Act—is officially the law of the land.  Alan Cox, CPA, Head of Estate and Trust Planning at Ronald Blue Trust, joins Mike to discuss the act and the changes related to IRA distributions.  If you are taking a Required Minimum Distribution or need to make […]

Watching the stock market decline is not fun, but it does create some unique planning opportunities.  Join Mike as he discusses these unique planning ideas such as tax loss harvesting and Roth Conversions.

Eddie Holland, CPA, CFP®, CKA® , Social Security expert, joins Mike to discuss some Social Security claiming strategies as well as Medicare premium and tax strategies. Part 2

Eddie Holland, CPA, CFP®, CKA®, Social Security expert, joins Mike to discuss some Social Security claiming strategies as well as Medicare premium and tax strategies.

What is your Financial Finish Line?  Mike encourages listeners to ask themselves the question “How much is enough for me and my family?”  What will your legacy look like?  Mike discusses the most tax efficient techniques to help establish your legacy.

The stock market volatility has been going through the roof the last few weeks.  Mike talks about what you should be doing now!

Mike broadcasts live from the Greenville Convention Center for the Annual Good News Club Spectacular.  Ryan White joins Mike to discuss the SC Future Scholar 529 Education Plan.