50 episodes

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!

Follow on Facebook, Instagram, LinkedIn, YouTube and X (formerly known as Twitter)

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.

Michigan's Retirement Coach Podcast With Mike Douglas Mike Douglas

    • Business
    • 5.0 • 2 Ratings

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!

Follow on Facebook, Instagram, LinkedIn, YouTube and X (formerly known as Twitter)

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.

    How Emotions Could Wreck Your Retirement

    How Emotions Could Wreck Your Retirement

    A Nobel Prize-winning psychologist found that we make financial decisions based on 90% emotion and only 10% logic. While emotions are temporary, their effects can wreak havoc on your financial livelihood.

    On this episode, Certified Financial Planner, Mike Douglas shares the approach they take at Life Plan Financial Design to help their clients avoid making emotional decisions.

    Learn ways to identify hidden emotional triggers impacting your financial choices, develop a personalized retirement plan aligned with your risk tolerance and goals, and make informed decisions even when the market gets bumpy.

    Take control of your emotions. Visit LifePlanWealth.com to start your Retirement Roadmap today.
    See omnystudio.com/listener for privacy information.

    • 13 min
    Exposing The Fees Stealing Your Retirement Savings

    Exposing The Fees Stealing Your Retirement Savings

    Your retirement savings maybe mysteriously shrinking thanks to all the fees you’re paying!

    Mike Douglas wants you to know the ugly truth about what may be going on in your accounts and how hidden charges in your investments can cost you thousands annually. But how do you identify them?

    Mike talks about the work they do at Life Plan Financial Design to expose what their clients are really paying and offers tips on ways you can work to uncover fees in your own portfolio.

    Don't let hidden fees jeopardize your financial future. Visit LifePlanWealth.com and begin your Retirement Roadmap today.
    See omnystudio.com/listener for privacy information.

    • 12 min
    Retirement Mulligans: Do-Overs for Your Golden Years

    Retirement Mulligans: Do-Overs for Your Golden Years

    Unwinding on the golf course is a classic retirement dream, but what if life throws you a curveball?  On this episode, Certified Financial Planner, Mike Douglas explores the "mulligan” opportunities you may have to course-correct your plan if needed.

    Did you know you can "take back" your Social Security decision within a year?...

    Missed a required minimum distribution? Mike shares what could save you from hefty penalties and get you back on track…

    Worried about a bad investment in your DIY retirement plan? Hear strategies to navigating risk in your golden years.

    Visit LifePlanWealth.com to learn what "mulligan opportunities" could help maximize your retirement journey.
    See omnystudio.com/listener for privacy information.

    • 19 min
    The “Right” Time To Retire – Lessons From Nick Saban

    The “Right” Time To Retire – Lessons From Nick Saban

    At age 72, and with 7 National Championships under his belt, Alabama’s legendary coach has announced he is retiring. On this episode, we hear from Nick Saban himself as he talks about the tipping point that made him realize it was time to pass the torch.

    Drawing parallels to the decisions many individuals face when contemplating their retirement journey, Mike shares insights into the importance of proactive retirement planning, emphasizing the need to “refire” oneself and find purpose post-retirement.

    Whether you are years away from retirement, or simply sensing a shift in your professional life, Mike can help guide you through the conversations you need when planning your financial future.

    Visit LifePlanWealth.com to start your retirement today!
    See omnystudio.com/listener for privacy information.

    • 14 min
    How Interest Rate Cuts Could Affect Your Retirement Planning

    How Interest Rate Cuts Could Affect Your Retirement Planning

    Inflation is down from the 9.1% high of June 2022, which has Wall Street hoping for interest rates cuts in 2024. That’s good news for loan-seekers, but lower rates could also result in a decrease on some of the attractive rates we’ve seen in CDs, Money Markets, treasuries, and annuities.

    On this episode, Michigan’s Retirement Coach Mike Douglas discusses how these moves could affect your retirement planning and the opportunities you may want to seize today.

    Visit LifePlanWealth.com to start your retirement roadmap today.
    See omnystudio.com/listener for privacy information.

    • 15 min
    What You Can Learn About Taxes from Shohei Ohtani's $700M Deal

    What You Can Learn About Taxes from Shohei Ohtani's $700M Deal

    Join Mike as he dissects Shohei Ohtani's groundbreaking $700 million, ten-year contract with the LA Dodgers, the ways Ohtani may be able to leverage international options to minimize tax burdens, and the tactics that could be applied to your own financial playbook.

     

    Learn how simple yet powerful offset strategies may help save you thousands in taxes in retirement. Understand the importance of collaboration between tax professionals and financial advisors for a holistic approach to wealth management.

     

    Level up your financial future. Visit LifePlanWealth.com to begin the conversation about your retirement plan.
    See omnystudio.com/listener for privacy information.

    • 17 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

willow bee ,

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.

Top Podcasts In Business

NerdWallet Personal Finance
Ramsey Network
Money News Network
Dan Fleyshman
Ed Mylett | Cumulus Podcast Network
Hala Taha | YAP Media Network