64 episodios
Michigan's Retirement Coach Podcast With Mike Douglas Mike Douglas
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- Economía y empresa
Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!"
Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement.
Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here!
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About Mike Douglas, President and Advisor at LifePlan Wealth Design:
Mike Douglas specializes in wealth management and retirement planning at LifePlan Financial Design. Previously, he spent many years in the service industry, focusing on account management and business-to-business relationships.
His CFP® professional and financial planner certification and MBA round out his unique insight. He combines those experiences with his life, health, and Series 65 securities licenses and training to help families pursue their financial goals.
Mike and his wife, Kimberly, live in Howell, Michigan, with their four young children: Gavin, Zachary, Kaleb, and Emmalyn, along with one Shorkie (Shih Tzu/Yorkie), Satchmo. He enjoys doing anything with his family – sports, gardening, cooking, fishing, and more. Mike plays the piano and several other instruments at church and also enjoys golf and running. A former college football and tennis athlete, he completed his first marathon in 2017 at Walt Disney World.
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Communication And Decision-Making In Retirement Planning
Mike discusses why being on the same page with your spouse is significant in retirement planning and emphasizes the need for open communication and shared decision-making. He also explains the need to address difficult decisions and plan for various life scenarios that may happen in your golden years.
Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!
See omnystudio.com/listener for privacy information. -
Avoiding First-Time Retirement Mistakes
Mike compares retirement planning to vacation planning. He explains the need for a comprehensive retirement plan that covers all aspects, including social security benefits, taxes, and Medicare premiums.
Mike highlights the common mistakes that first-time retirees make and discusses some ways to avoid them.
Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!
See omnystudio.com/listener for privacy information. -
Four Splurges In Retirement You Won't Regret
Mike emphasizes the importance of investing in health, family, travel, and charity. He explains that a comprehensive financial plan gives individuals permission to make informed decisions and pursue their goals in retirement.
Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!
See omnystudio.com/listener for privacy information. -
Knowing Who You Want To Be In Retirement
In this conversation, Mike discusses the story of Nick Saban's retirement and the commandments his wife Miss Terry gave him.
Mike explores the importance of knowing who you want to be, who you want to be with, and where you want to go in retirement. He emphasizes the need to have a clear vision for retirement and not let investments determine your identity.
Visit MyLifePlanFinancial.com to connect with Mike and start building your income plan today!
See omnystudio.com/listener for privacy information. -
Overcoming The Fear Of Financial Mistakes
In this episode, Mike discusses having a personalized approach to income planning and the risks associated with different income sources in retirement. He also explains the impact of inflation on retirement income and why it needs to be factored into financial planning.
Visit LifePlanWealth.com to connect with Mike and start building your income plan today!
See omnystudio.com/listener for privacy information. -
The Risks Of DIY Tax Planning In Retirement
Tax planning in retirement is crucial and differs from tax planning during working years. Doing it yourself may result in some challenges.
In this episode, Mike discusses the tax rules and regulations retirees face and highlights the importance of aligning tax planning with goals and lifestyle choices.
Visit LifePlanWealth.com to connect with Mike and start building your tax plan today!
See omnystudio.com/listener for privacy information.