Talking Money

Informações:

Sinopsis

Financial Planner Mike Millers weekly radio show on sound investing.

Episodios

  • Best of Talking Money: Social Security Mistakes

    18/09/2021 Duración: 39min

    Highlights 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: 46min

    Mike 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: 32min

    Highlights 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: 46min

    Listen 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: 45min

    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? Does an IRA get a step up […]

  • Miracle Hill Ninja Warrior Challenge

    14/08/2021 Duración: 21min

    Yolanda Campusano, Communications Officer for Miracle Hill Ministries, joins Mike to discuss their upcoming fundraising event: the Kids Ninja Challenge. She first shares her story of how she came to work for Miracle Hill, and then they explain a little bit about how involved the board members are in the ministry. They spend the rest […]

  • Should Retirees Exit the Stock Market?

    14/08/2021 Duración: 21min

    This week, Mike discusses whether or not a retiree should get out of the stock market. There are many concerns to think about, including: Do you have a pension plan? If you have an annuity, what issues should you consider? Could you possibly have a long-term care event before you pass? There are two different […]

  • Dealing with Inflation

    07/08/2021 Duración: 45min

    Before diving in to inflation, Mike offers some advice on shopping for a financial advisor: questions to ask and resources to use to check the portfolio they are showing you Mike then answers questions regarding inflation, such as: How has inflation affected things like buying a car? How does inflation affect investments? Your lifestyle? Typically, […]

  • Current Events and The Market

    31/07/2021 Duración: 44min

    Do you think more money will solve all your problems? Mike looks at an example from the life of Bill Gross, debunking this myth. What is going on with inflation and all the spending the government is doing? Was the recent plunge in the market just an extreme overreaction to the Delta variant? Mike looks […]

  • Best of Talking Money: Living Generously Today

    24/07/2021 Duración: 45min

    Highlights from show aired April 10, 2021 Dan Glaze, National Relationship Manager at the National Christian Foundation, joins Mike to discuss the many benefits being generous with what God has given you. Is giving via your estate plan really sacrificial giving? What exactly is a donor advised fund? Are there giving and tax strategies you […]

  • Best of Talking Money: Questions to Ask the Annuity Salesman

    17/07/2021 Duración: 45min

    Highlights from show aired March 27, 2021 There are many things to consider when looking at all the options for retirement. Many annuity salespeople make glittering promises, but are the products really all they say? Some questions you should ask before signing up: • What happens if you withdraw before you turn 59.5? Are there […]

  • Best of Talking Money: Interview with Ron Blue

    10/07/2021 Duración: 44min

    Highlights from show aired March 20, 2021 Ron Blue, the founder of Ronald Blue Trust and author of several books on biblical financial management discusses his background as a CPA and what led him to start Ron Blue & Co, which eventually became Ronald Blue Trust. He also discusses some of the financial advice and […]

  • The Ronald Blue Trust Difference

    26/06/2021 Duración: 45min

    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 the fulfilment of the Great Commission.” Our […]

  • Social Security Mistakes

    19/06/2021 Duración: 43min

    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 Getting divorced and remarried (at the wrong […]

  • Beneficiaries, Part 2

    12/06/2021 Duración: 46min

    Mike continues his discussion of setting up beneficiaries on your various accounts. Remember that beneficiary designations will take priority over anything named in your will. Don’t unknowingly disinherit your grandkids: a helpful tool for this is using per stirpes language. Is there a danger to naming only one child as the beneficiary and trusting them […]

  • Beneficiaries, Part 1

    05/06/2021 Duración: 45min

    Beneficiary designations may sound simple, but can actually be quite complex, especially when you start thinking of all the different possible scenarios: Are you sure your money will go where you want it to? When was the last time you looked at the beneficiary designations on all your accounts? How can naming beneficiaries help you […]

  • Best of Talking Money: The Professional Athlete Division

    29/05/2021 Duración: 46min

    Highlights from show aired February 20, 2021 Don Christensen, EVP of the Professional Athlete Division of Ronald Blue Trust, joins Mike to share his background and discuss the challenges specific to working with professional athletes: What are some differences between working with professional athletes versus people in other careers? Why is it important to have […]

  • Economic Recovery

    22/05/2021 Duración: 45min

    Is the economy recovering from the effects of the COVID pandemic? Mark Elam, Senior Investment Strategist at Ronald Blue Trust, joins Mike to look at this issue from a variety of viewpoints. They answer questions such as: Has the economy started recovering already? How robust could the recovery be? Is inflation staying and increasing or […]

  • How retirement literate are you?

    15/05/2021 Duración: 45min

    After taking some time to answer some tax questions from last week, 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 […]

  • Income Tax Strategies

    08/05/2021 Duración: 46min

    As the extended income tax deadline draws near, Mike looks at some strategies you can use to potentially adjust your taxes from 2020. Are you aware of the different IRA rules? How does contributing to a retirement account affect taxes? If you contribute now, does it benefit last year’s taxes or this years? Are you […]

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