68 episodes
Michigan's Retirement Coach Podcast With Mike Douglas Mike Douglas
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5.0 • 2 Ratings
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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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The Five Key Areas Retirees Should Focus On
Mike identifies the five key areas when building out a comprehensive retirement plan:
Income Planning Risk Management Investment Quality Taxes Estate Planning Mike discusses the importance of addressing these areas to avoid making the wrong choices in retirement.
Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!
See omnystudio.com/listener for privacy information. -
The Importance Of Regular Financial Check-Ins
Mike discusses the various issues that could come up in a retirement plan if they aren’t checked regularly, including debt to income ratio, living expenses, emergency savings, credit score, tax planning, and insurance.
Mike provides insights and tips for each of these areas, highlighting the need for regular check-ins and updates to a financial plan.
Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!
See omnystudio.com/listener for privacy information. -
Avoiding Spending Regrets In Retirement
Mike explains how making informed financial decisions can help avoid spending regrets in retirement. He discusses the role of a financial advisor helping people navigate retirement decisions, such as purchasing an RV or vacation home.
Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!
See omnystudio.com/listener for privacy information. -
The Challenges And Complexities Of Retirement Planning
Mike discusses seeking financial help and the decision to change financial advisors during retirement. He emphasizes the importance of a holistic approach to financial planning and the need for professional guidance in preparation for retirement.
Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today!
See omnystudio.com/listener for privacy information. -
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.
Customer Reviews
I can see why this podcast is a must follow
I saw Mike Douglas was a Top Retirement a Podcast to Follow and I can see (or hear) why! He definitely oozes “coach” when it comes to financial planning. He’s worth following.