Common Curiosities: Finance & Retirement
Making sense of money, one curiosity at a time! Our goal is to help you feel more confident about retirement planning by breaking it down into clear, relatable conversations. Together we’ll explore financial planning, investment, and tax strategies you may want to consider for your own life.
Michael is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent, allowing him to bring a unique perspective by combining skillsets in both the world of financial planning and also taxes.
Securities offered through LPL Financial Member FINRA/SIPC. View full disclosures in links.
Med School Loan Strategies: Keep It or Clear It? | Ep. 19
Q&A: Who Can Have an IRA, Why so Account Types, Cash Options, and TJ Maxx Math | Ep. 18
$120k vs. $200k - What Your Taxes May Look Like | Ep. 17
New Teacher Retirement Plans For Michigan Explained | Episode 16
Q&A: Write Offs, LLCs, Deductions and More | Episode 15
Why Do We Think Gold is at Record Highs? Does It Still Belong in Your Portfolio?| Episode 14
Why are Market’s at All-Time Highs and What Might Come Next? | Episode 13
Debt Payoff vs Investing... It’s Not Just Math It’s Human Behavior | Episode 12
How Gifting Investments Could Help Your Taxes | Episode 11
Roth IRAs: The Rules Most Don't Read (But Should) | Episode 10
Can We Give to Charities and Save on Taxes? | Episode 9
Are You Missing Potential With Your Roth IRA? | Episode 8
Not Sure What You’ll Spend in Retirement? Start Here | Episode 7
Your 1040 isn’t just paperwork... It’s a roadmap | Episode 6
RMDs and Retirement Taxes: What’s Really Going On | Episode 5
When Should You Take Social Security? Key Thoughts You Should Consider | Episode 4
401(k) Setup Made Simple: What You Should Know! | Episode 3
Retiring with $2.5 Million? What Can I Spend and How!? | Episode 2
New Tax Laws You Should Actually Pay Attention To Post "The Big Beautiful Bill" | Episode 1