Strategic Planning Podcast

Reacting To Controversial Financial Takes

Everyone’s got an opinion about money (especially the people with a book deal or a TV show). Some of that advice is useful. Some of it sounds better on a stage than it works in real life. Let’s break it down. Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]

Financial Myths That Can Quietly Wreck a Retirement Plan

There’s no shortage of financial advice out there, and unfortunately, not all of it is good. Some of the most damaging retirement mistakes don’t come from reckless behavior, but from ideas that sound reasonable and get repeated often enough to feel true. Today, we’re busting some of the most common retirement planning myths and explaining why believing them can quietly derail an otherwise solid plan.   Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]

2026 Money Updates You Can’t Ignore

What’s new in 2026 for retirees & pre-retirees? From Social Security and Medicare to tax breaks and retirement contributions, this year brings several updates that could quietly impact your cash flow, taxes, and savings strategy.   Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]

Answering Your 2025 Financial Questions (Part 2)

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 about taking on a mortgage heading into retirement, another wonders whether rolling multiple 401(k)s into one IRA hurts diversification, and a third is concerned about minimizing taxes when leaving money to their kids. Mike and Philip break down these timely questions and share thoughtful planning insights to help listeners finish the year strong.   Show Links & Info: SPC Investing: http://spcinvesting.com/   [http://spcinvesting.com/%20] Schedule A Visit: https://talkstomike.com/ [https://talkstomike.com/]

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/]