Strategic Planning Podcast

We got a thoughtful question from Amanda last week, who said: ‘I’ve been saving for retirement, but I’ve never actually made a plan.’ And she’s not alone. There are plenty of people who’ve built solid savings but haven’t connected the dots to what retirement will actually look like. So today, we’re talking about the first steps to turn good saving into a great retirement plan.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/  

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/    

Great leaders make great decisions, but even presidents have made mistakes. And just like in history, financial missteps can have serious consequences. Today, we’re looking at some of the biggest blunders in presidential history and how they translate into retirement planning mistakes you’ll want to avoid.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

Spring is in the air (or at least it will be soon) and for some, that means it’s time for spring cleaning. Marie Kondo is considered an expert in tidying and decluttering, and wrote the book, “The Life-Changing Magic of Tidying Up.” Let’s take some of her quotes and concepts about tidying up and apply them to your financial life…   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from  Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact  your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss  these new tariffs.    Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

Dolly Parton isn’t just a music icon—she’s a source of timeless wisdom. In this episode, we explore her most inspiring quotes and how they can guide your financial decisions, from saving to dreaming big. Let Dolly’s advice help you build a life, and wallet, worth singing about!   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

Brrr, it’s cold out there! Winter has a lot of people thinking about warmer weather. For some, that just means an annual vacation down south. But for certain retirees, they choose to live elsewhere through the brunt of winter, becoming “snowbirds.” Is snowbird life for you? Let’s talk about what motivates people to take up temporary residence elsewhere, where they go, and if it’s worthwhile.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

Today, we’re unveiling the 2025 Method to transform your money mindset in just 30 days. Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve financial comfort.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.   Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/