33 episodes

Retirement Today is a podcast for retirees and pre-retirees looking to gain knowledge during the fundamental shift in their lives when it comes to retirement. We believe that your best is yet to come and you deserve to get good information to make good retirement decisions. Michael Reese has been in the financial industry for 20 years and it has become clear that the industry as a whole, firms particularly, are failing American families. Michael will share topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, estate planning strategies, social security, long-term healthcare, medicare and more.

Retirement Today Michael Reese

    • Investing
    • 5.0, 17 Ratings

Retirement Today is a podcast for retirees and pre-retirees looking to gain knowledge during the fundamental shift in their lives when it comes to retirement. We believe that your best is yet to come and you deserve to get good information to make good retirement decisions. Michael Reese has been in the financial industry for 20 years and it has become clear that the industry as a whole, firms particularly, are failing American families. Michael will share topics such as retirement, retirement income planning, reducing unnecessary taxes, protection from market risk, estate planning strategies, social security, long-term healthcare, medicare and more.

    033: Two Retirements Two Outcomes

    033: Two Retirements Two Outcomes

    Listen in as Mike shares his thoughts on the current disconnect of the economy and the markets.  He then shares two real-life stories about retirement planning at the beginning of 2008. 

    One couple make good decisions.  They focused on their goals, and they took action so they could have the best chance possible of reaching their goals. 

    The other couple decided to “trust in the markets”.  You know how 2008 went, so you probably know how their story turned out. 

    • 22 min
    032: Offensive and Defensive Players

    032: Offensive and Defensive Players

    Listen in as Mike talks about how you can think of your retirement investments as “Offensive” and “Defensive” players, and how you can use this thinking to make sure that your retirement accounts are structured in the right way. 

    In addition, make sure you pay attention when Mike addresses the idea of having a “Risk Realignment” discussion.  This could be key to making sure you don’t fall prey to the #1 Mistake that people make when markets hit bad periods.  

    • 28 min
    031: COVID-19 How It Affects Your Retirement

    031: COVID-19 How It Affects Your Retirement

    In this episode, Mike discusses how COVID-19 might impact your retirement, and more importantly, the steps you can take to structure your retirement accounts so that you have the best opportunity to succeed in retirement no matter what the markets bring. 

    Listen to Mike share a simple approach of what you should do with your money if you are still working.  Some simple math can potentially save your retirement. 

    • 26 min
    030: Your IRA is a business

    030: Your IRA is a business

    In this episode, Mike shares a great analogy about how your IRA / 401k / 403b is really very similar to a business with a silent partner.  In this case, the silent partner is named “Bob”.

     So here you find yourself in a partnership with a guy who is a crazy spender, ALWAYS spending more than he earns, AND has the ability to INCREASE HIS PERCENTAGE of your business at any time, without your permission. 

    What do you think?  How fast do you want to get out of that partnership??? 

    • 31 min
    029: Vanguard Needs an Advisor

    029: Vanguard Needs an Advisor

    John Woerth, who leads Vanguard’s public relations and strategic communications division, and who also has LONG been a believer of “buy and hold” and “you can do it yourself” has now changed his tune.

    What happened???

    Well, apparently this guy is now 56 years old and is starting to have some doubts about his DIY (Do It Yourself) approach as his retirement is on the horizon.  Listen to the three reasons why he is now thinking it is time to get help from a financial advisor.  

    • 26 min
    028: The SECURE Act

    028: The SECURE Act

    Mike talks about some of the ways the SECURE Act changes the retirement planning landscape.  Included in the podcast are:
    - Required Distribution rule changes
    - The “death” of the Stretch IRA
    - Unlimited IRA contribution age limits
    - Small employer opportunities
    - And a lot more…

    This new law is the first major change on retirement planning in years.  Make sure you listen in so you can keep up with all the rules.Your best is yet to come! So sit back, relax, and listen to Retirement Today.

    • 22 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

L.Flynn1 ,

Financial Advisor

Abosolutely excellent! Must hear for any retiree or soon to be retired.

M.Bigler ,

Good listen!

Mike is highly knowledgeable and makes complex topics easy to understand. Great listen with great information!

SR120193 ,

Great podcast!

Mike does a great job on making the financial concepts easier to understand!

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