Strategic Planning Podcast

Answering Your 2025 Financial Questions (Part 1)

As the year winds down, we’re taking a moment to answer some of the listener questions we’ve received over the past few months. One listener asks how they can give meaningful monetary gifts to their kids or grandkids while staying within gift tax rules. Another listener wonders whether keeping a large sum of cash in the bank- like $150,000- is really necessary, or if that money could be working harder for them elsewhere.   Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]

Why Better Questions Build Better Retirements (Part 2)

You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement. In this second installment, we pick up the conversation and dig even deeper into how asking smarter questions can shape your financial future.   Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]

Why Better Questions Build Better Retirements (Part 1)

You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement.   Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]

Two Advisors, Twice the Confusion?

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma. Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]

Will a Government Shutdown Ruin My Retirement?

Every fall it feels like Congress flirts with a government shutdown. But what if you’re a federal employee planning to retire right as the headlines are screaming? Does the political drama in Washington threaten your retirement date?   Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]