Talking Money

Informações:

Sinopsis

Financial Planner Mike Millers weekly radio show on sound investing.

Episodios

  • Best of Talking Money: Investing Philosophies

    17/09/2022 Duración: 48min

    Highlights from show originally aired April 9, 2022 What is the importance of researching the companies you are investing in or the firms you are using to invest for you? Beware those who show you past performances and promise the same future returns. Ask where they invested 5, 10, 15 years ago. Remember: no one […]

  • Best of Talking Money: Stocks and Bonds

    10/09/2022 Duración: 46min

    Highlights from show originally aired April 2, 2022 What is a stock? What is a bond? How do they work? Stocks: what they are and how they work. Stockholder owns part of the company. Stocks are sold at an auction, so the price does not reflect the value of the company. Your money doesn’t actually […]

  • Best of Talking Money: What is Your Risk Tolerance?

    03/09/2022 Duración: 45min

    Highlights from show originally aired March 26, 2022 Do you know your risk tolerance? Mike looks at several questions, and your answers may surprise you. “Risk doesn’t bother me as long as I don’t lose anything.” “Overrating past performance is the most common mistake mutual fund investors make. Giving inadequate weight to risk, however you […]

  • Live from the 2022 Miracle Hill Kids’ Ninja Challenge

    27/08/2022 Duración: 46min

    Mike takes the show on the road to the Miracle Hill Kids’ Ninja Challenge. Yolanda shared some updates on how the even went and how it benefits Miracle Hill. Mike also  took the opportunity to interview a couple of participants in the challenge: his grandson Dawson as well as Henry, the second place fundraiser winner. […]

  • Questions and Answers

    20/08/2022 Duración: 44min

    Mike answers some recent listener questions including: I would like to give money to my kids and help myself on my taxes at the same time. How can I do that? I have several stocks that were purchased at a good price. I would like to sell, but don’t want to pay a lot in […]

  • IRA Rules: Why They Matter, Part 2

    13/08/2022 Duración: 46min

    Mike discusses more questions surrounding IRAs including: When should you consider moving from a traditional to a ROTH IRA? What are some advantages of keeping things in a traditional IRA? What about conversion assets? What are the tax rules for a ROTH? What are the earnings rules? What is the five year rule and how […]

  • IRA Rules: Why They Matter, Part 1

    06/08/2022 Duración: 45min

    Mike answers questions about IRA rules, including: What are your plans in case something happens to you? What are the different kinds of IRAs and what are their different contribution limits? What about a non-deductible IRA? What kind of contributions should you be making? What is the back door ROTH IRA? How does your tax […]

  • The Latest Economic Review

    30/07/2022 Duración: 45min

    In this episode, Mike looks at the latest economic review from Ronald Blue Trust. He also discusses several other points: Can you solve your financial problems by winning the lottery? Market fluctuations aren’t a punishment for being an investor, they are the admission fees. Wealth is financial assets that haven’t been converted into the assets […]

  • Is Your Advisor Working for You?

    16/07/2022 Duración: 45min

    Is your financial advisor working for you? What are some questions you can ask to make the best choice on someone to help with your finances? Mike looks at some of these questions: Is your advisor really an advisor or a salesperson? What are their credentials and experience? What should a financial planner offer? Does […]

  • Best of Talking Money: Social Security and Medicare, Part 2

    09/07/2022 Duración: 47min

    Highlights from show originally aired on March 5, 2022.  Eddie Holland joins Mike again to discuss more about Social Security and Medicare. They answer a number of listener questions, including: Why might you delay taking Social Security? What about taking it early? How would the survivor benefit play into that consideration? Is there any penalty […]

  • Best of Talking Money: Social Security and Medicare, Part 1

    02/07/2022 Duración: 46min

    Highlights from the show originally aired February 26, 2022.  Eddie Holland, CFP®, CPA/PFS, CKA®, joins Mike to discuss Social Security. They answer the following questions: If I’m going to collect social security and continue working, how do they calculate the amount taken out for social security and when do they look at that? How much […]

  • Client Story: The McCormicks

    25/06/2022 Duración: 47min

    Mike is joined by clients Sandy and Karen McCormick who share their stories of financial lessons they learned throughout life. They also share their philosophies of spending and saving. Sandy and Karen then share the experience they have had as Ronald Blue Trust clients in the Everyday Steward division.

  • A Penny Saved Is a Penny Earned

    24/06/2022 Duración: 38min

    In The Way to Wealth, Benjamin Franklin gave some sage financial advice, even on how to control living expenses. He also gave timeless advice regarding avoiding debt. Mike talks about some of those pieces of advice as well as answering a listener question about the recent interest rate increase and ideas about how to help […]

  • The Way to Wealth

    11/06/2022 Duración: 44min

    In 1785, Benjamin Franklin wrote an essay entitled “The Way to Wealth or Father Abraham’s Sermon.” It is a collection of phrases of wisdom and advice that are still applicable today. Phrases like: A word to the wise is enough. Lost time is never found again. Drive thy business, let not that drive thee. Early […]

  • Best of Talking Money: Trucking and Elvis Gospel Records

    04/06/2022 Duración: 45min

    Highlights from the show originally aired February 19, 2022 Tim Guin of USA Truck joins Mike again to answer more listener questions and shares some of his story. How do trucking companies try to mitigate risk of high dollar law suits? What equipment is on semi trucks to help prevent accidents? How has the chip […]

  • Best of Talking Money: Supply Chain Shortage

    28/05/2022 Duración: 45min

    Highlights from the show originally aired February 5, 2022 What is the supply chain shortage all about? Tim Guin, CCO and Executive Vice President of USA Truck, joins Mike to discuss the ins and outs of the trucking and shipping industry. We see so many trucks on the road, but hear about a driver shortage. What […]

  • Market Volatility Concerns

    21/05/2022 Duración: 45min

    Mike answers a number of questions related to the current market volatility and general investing: Is it still safe to invest in the stock market? Is it less risky to invest now? Are there any particular sectors or stocks to consider investing in? How should an investor react to the ups and downs in the […]

  • Beneficiary Rules

    14/05/2022 Duración: 45min

    Alan Cox, Director of Estate/Trust Planning and Estate Settlement at Ronald Blue Trust, joins Mike to answer several listener questions: How does the age of death affect the beneficiary’s claiming requirements? What if no beneficiary was named? Is there still a 10 year rule? Does the age of the beneficiary matter?

  • The Bucket Strategy

    07/05/2022 Duración: 45min

    What is the bucket approach to retirement planning? How do you adjust for inflation? How can you determine your personal inflation rate? What factors come into play? Which bucket should I focus on? What are some different vehicles we use for income? What are some other ways to try to retain income security in retirement?

  • Life’s Financial Lessons

    30/04/2022 Duración: 49min

    Erik Daniels, Executive Vice President and Family Wealth Advisor for Ronald Blue Trust, joins Mike to discuss financial lessons he has learned throughout life. He also talks about how he met Ron Blue and got involved in the company at the very beginning of its existence. They discuss some of these questions and ideas: What […]

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