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A tartalmat a Mike Potter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Mike Potter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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The True Wealth Show
Mind megjelölése nem lejátszottként
Manage series 3486996
A tartalmat a Mike Potter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Mike Potter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
The True Wealth Financial Show is dedicated to providing you the information and inspiration to help you navigate finance decisions, intentionally build wealth, and retire with confidence.
You can learn more at www.truewealth.show
Thanks for listening - Mike
You can learn more at www.truewealth.show
Thanks for listening - Mike
77 epizódok
Mind megjelölése nem lejátszottként
Manage series 3486996
A tartalmat a Mike Potter biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Mike Potter vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
The True Wealth Financial Show is dedicated to providing you the information and inspiration to help you navigate finance decisions, intentionally build wealth, and retire with confidence.
You can learn more at www.truewealth.show
Thanks for listening - Mike
You can learn more at www.truewealth.show
Thanks for listening - Mike
77 epizódok
Tất cả các tập
×Asset Allocation is about what types of investment you have. Asset location is about where those investments are kept or housed. Generally there are 3 types. In this episode, I go through those 3 types of accounts, and talk about the advantages, limitations, and purposes of those 3 locations. I hope you find this episode helpful, and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-wit... True Wealth Assessment: www.truewealthfg.com/assessment…
When it comes to allocating your portfolio in retirement, I don't like the traditional industry guidelines. I prefer for you to have a retirement portfolio that is customized, based upon your actual life and the income needs you have. I hope you find this episode helpful, and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-wit... True Wealth Assessment: www.truewealthfg.com/assessment…
When you are saving for retirement, you simply want your portfolio to grow. But when you retire, your nest egg takes on 3 different jobs. In this episode, I unpack the 3 jobs, and why they exist. I hope you find this episode helpful, and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-wit... True Wealth Assessment: www.truewealthfg.com/assessment…
One of the biggest concerns retirees have, is running out of money. Understanding the risks involved at Retirement, specifically Sequence of Returns risk, will greatly help you navigate your retirement transition. I hope you find this episode helpful, and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-wit... True Wealth Assessment: www.truewealthfg.com/assessment…
As Christians and good Americans, we want to pay every penny we owe in taxes. But it we can potentially lower our taxes ... all the better. Roth Conversions is a good potential way to do that. In this episode, I explain what Roth conversion are, the benefits of them, when do them, how to do them, and illustrate with a little case study. ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-wit... True Wealth Assessment: www.truewealthfg.com/assessment…
One of biggest challenges as you transition into retirement, is to know exactly how much and where your income is coming from. Creating a 5 year cash-flow plan will help solve that problem and increase your confidence to retire. I hope you find this episode helpful. Thanks for listening and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-wit... True Wealth Assessment: www.truewealthfg.com/assessment…
There are two ways to test your retirement plan for feasibility, which answer the question, "how feasible is that we can live the life we want and not run out of money.?" Today we'll explore the second testing method using Net Present Values, which essentially brings the future back to the present! We'll explore how to do that with our Case Study of Steve and Sarah. I hope you find this episode helpful. Thanks for listening and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
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1 Explaining Monte Carlo and Probability of Success - Feasibility Testing your Retirement Plan 24:20
There are two ways to test your retirement plan for feasibility, which answer the question, "how feasible is that we can live the life we want and not run out of money.?" Today we'll explore the first testing method using Monte Carlo Simulation. We'll explore how to do that with our Case Study of Steve and Sarah. I hope you find this episode helpful. Thanks for listening and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
After defining your retirement, its' best to determine how to pay for it. That can be done through 4 types of capital and/or income. Today's episode explores those 4 sources, by sharing how Steve and Sarah will utilize theirs. I hope you find this episode helpful. Thanks for listening and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
The first step in planning your retirement is to define or envision what you want retirement to look like. We do that by outlining our Needs, Wants, and Wishes. Today's episode includes a case study with Steve and Sarah, a 60 year old couple, who is starting to plan their retirement. ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
There are a ton of benefits of having a retirement plan, especially on the money side of things. But retirement should really center on your life first, and have the money support it. In todays, episode I outline 5 non-financial benefits on having a comprehensive retirement plan. ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
Retirement in a lot of ways is a blank slate. You get to decide how you live your live and more importantly the person you want to be or become. Identity plays a large role in that. In this episode I discuss what identity is, how it can help or hurt you, and some tips to reshape it as you transition into retirement. I hope you find this episode helpful. Thanks for listening and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
Retirement blues, or depression is a real thing, that a lot of people go through when they retire. A great antidote for that stress and depression is to have an idea of how to spend your time in retirement. In this episode I lay out a framework to help think through how to spend your time, and give you two ideas to start implementing. I hope you find this episode helpful. Thanks for listening and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
At it's core, this is the heart of retirement planning. Turning your assets and retirement nest egg into a paycheck, that lasts a lifetime. In this episode I discuss the 3 goals of creating a sustainable retirement income, the 4 sources of capital that can be utilized, several factors to consider in doing so. I hope you find this episode helpful. Thanks for listening and until next time... have a great day ~ Mike ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
Every retiree will need to make the important decision of where to obtain health insurance in retirement. For most people, that will be Medicare. But there are actually two "flavors" of Medicare, and a lot of factors to consider when making that choice. ---------------------------------------------------------------------------------- Email Mike: mike@truewealth.show Have a Conversation with Mike: https://calendly.com/conversation-with-mike/mtg True Wealth Assessment: www.truewealthfg.com/assessment…
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