Shows
RetireableS4 E1: Glasses On, Pinkies Out, and a Crash Course in Private EquityIn this episode of The Retireable Podcast, Mike Wallace and John Sauger start with Florida sunshine, roller coasters, marathon runners grabbing coffee 26 miles in, and the clear signal that it’s time to put the glasses on—because things are about to get sophisticated.
The main conversation dives into private equity: what it actually is, why fewer companies are going public, and how some of the fastest-growing businesses today—from AI firms to household-name brands—are staying private longer than ever. Mike and John explain the opportunities, the risks, and why private equity is never about “betting the farm,”...
2026-02-1038 minRetireableS3 E12: Talking Estate Plans and Training New AssistantsIn this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with some end-of-year chaos: glitchy cameras, snow in the driveway, and the bittersweet news of Mike’s longtime assistant Jackie retiring after 23 years. (Yes—some clients really do like her more than him.)
From there, they shift into a practical, listener-friendly breakdown of estate planning. Mike and John explain what a basic plan includes, why relying on “I think we’re covered” can backfire, and how documents like trusts, powers of attorney, and medical directives protect your family from confusion, conflict, and costly pro...
2025-12-3035 minRetireableS3 E11: Snow, Drones, and the Economy That Won’t Sit StillIn this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with winter weather woes and big company news—FSA earning another Top Workplace award. From there, they dive into a surprisingly entertaining look at today’s economy: AI everywhere, drones delivering packages, cruise-ship-slow economic shifts, and why interest rates, housing shortages, and consumer spending all seem to be trying to confuse us at the same time.
They break down what’s changing, what isn’t, and how retirees can stay grounded when Wall Street and Main Street feel like they’re telling two differ...
2025-12-1639 minRetireableS3 E10: Passwords, Crockpots, and Estate PlanningIn this episode of The Retireable Podcast, Mike Wallace and John Sauger dig into the wonderfully messy world of what happens after someone passes away — from 67 must-answer questions to why your crypto password might be harder to find than grandma’s secret casserole recipe.
They share why preparing your documents, decisions, and “who gets what” list beforehand is one of the greatest gifts you can leave your family. Expect laughs, real-life stories (including family fights over rosaries and cookbooks), and practical guidance on organizing accounts, passwords, digital assets, funeral wishes, and all the things nobody wants to think ab...
2025-12-0348 minRetireableS3 E9: Weddings, Weather… and New Tax Laws?In this episode of The Retireable Podcast, Mike Wallace and John Sauger kick things off with a heartfelt (and humorous) look at John’s whirlwind year—complete with his daughter’s greenhouse wedding, father-of-the-bride moments, and a reminder of how fast kids go from Pistons games to planning their own big day.
Then the conversation shifts to one of the most important topics of the year: the newly passed One Big Beautiful Bill Act (also jokingly nicknamed “OBBA”). Mike and John break down what retirees and pre-retirees need to know, from the extension of the 2017 tax cuts to updates...
2025-11-1941 minRetireableS3 E8: Planning Beyond the NumbersIn this episode of The Retireable Podcast, Mike Wallace and John Sauger dive into what it really means to manage wealth once you’ve “made it.” They unpack lessons from John’s recent high net worth forum, exploring how financial planning changes when clients move from needing their money to wanting it to work smarter.
Topics include:
• What defines “high net worth” today
• Why tax management often matters more than investment management
• Smart Roth conversion strategies and avoiding Medicare’s IRMAA surprise
• How to use QCDs, donor-advised funds, and tax-loss harvesting effectively
In their “Holistic H...
2025-11-0448 minRetireableS3 E7: Can I Retire? And Other Big QuestionsIn this Q&A-style episode of The Retireable Podcast, Mike Wallace and John Sauger tackle some of the most common and important questions they hear from pre-retirees and retirees. From “When can I retire?” to “What am I missing?”, they dive into both the financial and emotional sides of retirement planning.
Topics include:
• Preparing five years out from retirement
• Why a written income and tax plan matters
• Overlooked risks like the widow’s tax penalty
• Planning for survivor income and lifestyle clarity
They also share examples and explain why having a trusted team can make...
2025-10-2343 minRetireableS3 E6: Passionfruit Tang & Smarter IndexingIn this episode of The Retireable Podcast, Mike and John kick things off with travel stories, family celebrations, and a surprisingly passionate love for... Tang? But the heart of the conversation is all about indexing - what it is, how it’s evolved, and why it may no longer be the one-size-fits-all solution it once was.
They break down:
- The difference between traditional and direct indexing
- Why tax efficiency matters more than ever
- How technology is reshaping modern investment strategies
Plus, in the “Holistic Happening,” hear how on...
2025-08-2838 minRetireableS3 E4: Asset Allocation vs LocationIn this episode of the Retireable Podcast, Mike Wallace and John Sauger dive into two critical - but often misunderstood - concepts in retirement planning: asset allocation and asset location.
They break down the difference between what you’re invested in (allocation) and where your investments are held from a tax standpoint (location) - and why both matter for long-term financial health. From diversification strategies and sector exposure to the hidden tax traps of retirement income, Mike and John use real-world examples and a dash of humor to make complex ideas easy to understand.
You'll al...
2025-04-0941 minRetireableS3 E3 - The Truth About Taxes in RetirementIn this episode of Retireable Podcast, hosts Mike Wallace and John Sauger dive into one of the most important yet often overlooked aspects of retirement planning: taxes. They break down the different types of retirement accounts—tax-deferred, taxable, and tax-free—and learn ways on how strategic tax planning can help make a significant impact on your financial future.
Key topics include:
✅ The difference between tax recording and tax planning
✅ Learn ways Roth conversions can help reduce your tax burden in retirement
✅ Why Social Security, pensions, and RMDs can create unavoidable tax implications
✅ The impact of ta...
2025-02-1942 minRetireableS3 E1: Understanding the Retirement Planning ProcessWelcome to Season 3 of the FSA Podcast, Retireable! In this episode, we’re excited to share updates about our brand-new studio and take you behind the scenes of what happens when you choose to partner with Learn about the steps involved in our client process and the ways we help you navigate your journey toward financial confidence as we work with you to create your comprehensive financial plan designed to help secure your retirement goals and objectives. Tune in!
Connect with us!
Web: fsa1.com
Phone: 800-977-9292
Email: info...
2024-12-0536 min
RetireableAre You Mentally Prepared for Retirement?In our last episode we talked about being physically ready for retirement. Well, there's a mental side to retirement as well, which is sometimes harder than the physical aspect. Upon retirement, having worked in most cases, 30-40 years, your daily routine has suddenly, and sometimes drastically changed...are you mentally prepared? Everyone's situation is different and there are many factors that go into knowing whether the time is right to retire. As always, Mike and John are here to help you make that transition.
https://fsa1.com/
#Retireable
#Retirement
...
2024-07-3036 minRetireableAre You Mentally Prepared for Retirement?In our last episode we talked about being physically ready for retirement. Well, there's a mental side to retirement as well, which is sometimes harder than the physical aspect. Upon retirement, having worked in most cases, 30-40 years, your daily routine has suddenly, and sometimes drastically changed...are you mentally prepared? Everyone's situation is different and there are many factors that go into knowing whether the time is right to retire. As always, Mike and John are here to help you make that transition.
https://fsa1.com/
#Retireable
#Retirement
...
2024-07-3036 minRetireablePreparing For RetirementAre you ready? There are many factors that go into knowing whether the time is right to retire. Everyone’s situation is different. It involves more than just being a ‘good saver’. Mike and John will break down which steps you should be looking for, including planning and investing.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#RetirementInvesting
#RetirementPlanning
#HolisticHappenings
2024-07-0337 minRetireablePreparing For RetirementAre you ready? There are many factors that go into knowing whether the time is right to retire. Everyone’s situation is different. It involves more than just being a ‘good saver’. Mike and John will break down which steps you should be looking for, including planning and investing.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#RetirementInvesting
#RetirementPlanning
#HolisticHappenings
2024-07-0337 minRetireableAnnuitiesAnnuities...You have questions, we discuss! Know the difference between types of annuities? Know how annuities work? Join John and Mike as they discuss all things they can about annuities and the inner workings. Then they continue their series on Holistic Happenings and how it might impact you.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#Annuities
#RetirementPlanning
#HolisticHappenings
2024-06-1839 minRetireableAnnuitiesAnnuities...You have questions, we discuss! Know the difference between types of annuities? Know how annuities work? Join John and Mike as they discuss all things they can about annuities and the inner workings. Then they continue their series on Holistic Happenings and how it might impact you.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#Annuities
#RetirementPlanning
#HolisticHappenings
2024-06-1839 minRetireableInvestment Guardrails and StrategiesOn this episode of Retireable, hosts John and Mike talk about creating and using “guardrails and buffers” with your investment strategies. Listen to some great ways to create the type of portfolio that will best suit different needs for different people. Then they continue their ongoing series of Holistic Happenings and what Mike and John see throughout their normal interactions.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#InvestmentBuffers
#RetirementPlanning
#HolisticHappenings
2024-05-1335 minRetireableInvestment Guardrails and StrategiesOn this episode of Retireable, hosts John and Mike talk about creating and using “guardrails and buffers” with your investment strategies. Listen to some great ways to create the type of portfolio that will best suit different needs for different people. Then they continue their ongoing series of Holistic Happenings and what Mike and John see throughout their normal interactions.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#InvestmentBuffers
#RetirementPlanning
#HolisticHappenings
2024-05-1335 minRetireableRetirement Account StrategiesJoin the Retireable podcast for a great discussion on retirement accounts and Retired Minimum Distributions! Planning and optimizing RMDs is an often overlooked strategy for many retirees. Mike and John discuss different philosophies and planning strategies to try to optimize this phase of retirement, both during those years and before you get to them.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#BucketPlanning
#RetirementPlanning
#HolisticHappenings
2024-04-1134 minRetireableRetirement Account StrategiesJoin the Retireable podcast for a great discussion on retirement accounts and Retired Minimum Distributions! Planning and optimizing RMDs is an often overlooked strategy for many retirees. Mike and John discuss different philosophies and planning strategies to try to optimize this phase of retirement, both during those years and before you get to them.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#BucketPlanning
#RetirementPlanning
#HolisticHappenings
2024-04-1134 minRetireableBucket PlanningJoin John and Mike as they discuss Bucket Planning and how it fits within the financial planning concepts for retirement. They discuss how it helps with finances as well as cases where it may help with advanced concepts like tax-efficiency or income planning in the later years of retirement. Then the hosts continue their ongoing conversation on Holistic Happenings.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#BucketPlanning
#RetirementPlanning
#HolisticHappenings
2024-02-0938 minRetireableBucket PlanningJoin John and Mike as they discuss Bucket Planning and how it fits within the financial planning concepts for retirement. They discuss how it helps with finances as well as cases where it may help with advanced concepts like tax-efficiency or income planning in the later years of retirement. Then the hosts continue their ongoing conversation on Holistic Happenings.
https://fsa1.com/
#Retireable
#Retirement
#FinancialServicesOfAmerica
#BucketPlanning
#RetirementPlanning
#HolisticHappenings
2024-02-0938 minRetireablePensions and Pension BuyoutsPensions and Pension Buyouts! Join the Retireable hosts and their guest, John Cole, as they discuss some of the changes to the world of pensions and buyout opportunities. What to expect, and what to look out for. Then Mike and John continue their ongoing discussion of Holistic Happenings.
Financial Services of America | Personal Financial Planning (fsa1.com)
#Pensions
#PensionBuyouts
#HolisticHappenings
#FinancialServicesOfAmerica
#Retirement
#Retireable
2024-01-1531 minRetireablePensions and Pension BuyoutsPensions and Pension Buyouts! Join the Retireable hosts and their guest, John Cole, as they discuss some of the changes to the world of pensions and buyout opportunities. What to expect, and what to look out for. Then Mike and John continue their ongoing discussion of Holistic Happenings.
Financial Services of America | Personal Financial Planning (fsa1.com)
#Pensions
#PensionBuyouts
#HolisticHappenings
#FinancialServicesOfAmerica
#Retirement
#Retireable
2024-01-1531 minRetireableCharitable Giving (continued)Join John and Mike in this episode to learn more about charitable giving and the many ways you can give. They also discuss how giving will impact a family's tax footprint and investment planning. Many families want to give, they just don’t know the most up to date ways to do it to benefit both the charity and the family. They then continue their ongoing series of Holistic Happenings about some of the things Mike and John see in their everyday practices while serving families.
Financial Services of America | Personal Financial Planning (fsa1.co...
2023-12-1234 minRetireableCharitable Giving (continued)Join John and Mike in this episode to learn more about charitable giving and the many ways you can give. They also discuss how giving will impact a family's tax footprint and investment planning. Many families want to give, they just don’t know the most up to date ways to do it to benefit both the charity and the family. They then continue their ongoing series of Holistic Happenings about some of the things Mike and John see in their everyday practices while serving families.
Financial Services of America | Personal Financial Planning (fsa1.co...
2023-12-1234 minRetireableCharitable GivingJoin John and Mike as they discuss some of the tax rules and ideas for giving to charities in the current environment. They discuss all kinds of different strategies to feel confident giving a gift and still documenting the tax savings for the gift. They also continue with their Holistic Happenings conversations about things and ideas they see in their everyday interactions with the families they work with and are referred to.
Financial Services of America | Personal Financial Planning (fsa1.com)
#RetirementPlanning
#Charity
#CharitableContributions
#Retireable
2023-11-2034 minRetireableCharitable GivingJoin John and Mike as they discuss some of the tax rules and ideas for giving to charities in the current environment. They discuss all kinds of different strategies to feel confident giving a gift and still documenting the tax savings for the gift. They also continue with their Holistic Happenings conversations about things and ideas they see in their everyday interactions with the families they work with and are referred to.
Financial Services of America | Personal Financial Planning (fsa1.com)
#RetirementPlanning
#Charity
#CharitableContributions
#Retireable
2023-11-2034 minRetireableMedicare and Open EnrollmentJoin the Retireable hosts as they interview Cetara James and discuss Medicare and the Open Enrollment. It is a complicated subject, and Cetara tries to make it easy to understand for the listener, plus the continuing discussion of “Holistic Happenings” as John and Mike discuss what types of things, they might see in their normal work activities.
Financial Services of America | Personal Financial Planning (fsa1.com)
#Retireable
#Medicare
#OpenEnrollment
#RetirementPlanning
#FinancialPlanning
#HolisticHappenings
#FinancialServicesOfAmerica
#WarrenMichigan
2023-11-0633 minRetireableMedicare and Open EnrollmentJoin the Retireable hosts as they interview Cetara James and discuss Medicare and the Open Enrollment. It is a complicated subject, and Cetara tries to make it easy to understand for the listener, plus the continuing discussion of “Holistic Happenings” as John and Mike discuss what types of things, they might see in their normal work activities.
Financial Services of America | Personal Financial Planning (fsa1.com)
#Retireable
#Medicare
#OpenEnrollment
#RetirementPlanning
#FinancialPlanning
#HolisticHappenings
#FinancialServicesOfAmerica
#WarrenMichigan
2023-11-0633 minRetireableRetirement Planning in ActionMike and John continue their discussion about retirement planning and delve into Holistic Happenings to show some of the planning in action. The guys will also dive into more detail about what they see and do in the industry.
Financial Services of America | Personal Financial Planning (fsa1.com)
#Retireable
#FinancialServicesOfAmerica
#RetirementPlanning
#Retirement
#HolisticHappenings
#YourMoney
2023-10-1946 minRetireableRetirement Planning in ActionMike and John continue their discussion about retirement planning and delve into Holistic Happenings to show some of the planning in action. The guys will also dive into more detail about what they see and do in the industry.
Financial Services of America | Personal Financial Planning (fsa1.com)
#Retireable
#FinancialServicesOfAmerica
#RetirementPlanning
#Retirement
#HolisticHappenings
#YourMoney
2023-10-1946 minRetireableWe’re Back! - Season 2 Holistic HappeningsWelcome back! Join John and Mike on the first episode of Season 2 of Retireable. The hosts discuss things in the retirement planning subject matter. This episode has a bunch of new info, as well as the Holistic Happenings segment to show some of the planning in action. No special guests on this episode as John and Mike try to dive into more detail about what they see and to in the industry.
Financial Services of America | Personal Financial Planning (fsa1.com)
#HolisticHappenings
#FinancialServicesOfAmerica
#RetirementPlanning
#Retireable
2023-10-0540 minRetireableWe’re Back! - Season 2 Holistic HappeningsWelcome back! Join John and Mike on the first episode of Season 2 of Retireable. The hosts discuss things in the retirement planning subject matter. This episode has a bunch of new info, as well as the Holistic Happenings segment to show some of the planning in action. No special guests on this episode as John and Mike try to dive into more detail about what they see and to in the industry.
Financial Services of America | Personal Financial Planning (fsa1.com)
#HolisticHappenings
#FinancialServicesOfAmerica
#RetirementPlanning
#Retireable
2023-10-0540 minRetireableMichael Wallace and John SaugerOn the season wrap-up of Retireable, John and Mike walk through a handful of examples of when and where they use the information that was shared through-out this season in an effort to try to best bring the Retireable concepts together for the listener.
Financial Services of America, AEFS, Riskalyze, Holistiplan, RightCaptial and Morningstar
are not affiliated companies. Financial Services of America and AEFS cannot guarantee the accuracy or completeness of the Riskalyze, Holistiplan, RightCapital and Morningstar
software or outputs. Riskalyze, Holistiplan, RightCaptial and Morningstar are intended to
be used as tools in...
2023-05-0934 minRetireableMichael Wallace and John SaugerOn the season wrap-up of Retireable, John and Mike walk through a handful of examples of when and where they use the information that was shared through-out this season in an effort to try to best bring the Retireable concepts together for the listener.
Financial Services of America, AEFS, Riskalyze, Holistiplan, RightCaptial and Morningstar
are not affiliated companies. Financial Services of America and AEFS cannot guarantee the accuracy or completeness of the Riskalyze, Holistiplan, RightCapital and Morningstar
software or outputs. Riskalyze, Holistiplan, RightCaptial and Morningstar are intended to
be used as tools in...
2023-05-0934 minRetireableFinancial TechnologyJoin Mike and John as they interview Nick Shaheen of Financial Services of America. They continue a discussion about Financial Technology and some of the tools that the guys use when working with clients. They also continue the ongoing Holistic Happening examples that Mike and John come in contact with every week.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#FinancialServicesOfAmerica
#FinancialTechnology
#RetirementPlanning
#HolisticHappenings
#Retirement
#FinancialPlanning
#YourMoney
2023-03-1734 minRetireableFinancial TechnologyJoin Mike and John as they interview Nick Shaheen of Financial Services of America. They continue a discussion about Financial Technology and some of the tools that the guys use when working with clients. They also continue the ongoing Holistic Happening examples that Mike and John come in contact with every week.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#FinancialServicesOfAmerica
#FinancialTechnology
#RetirementPlanning
#HolisticHappenings
#Retirement
#FinancialPlanning
#YourMoney
2023-03-1734 minRetireableCash AlternativesJoin John and Mike as they discuss all things Retireable. On this episode, the guys are joined by Bryan McLaughlin and have a wide ranging discussion on “cash alternatives” and some of the ideas Bryan is sharing with his clients. As always, the episode wraps up with “holistic happenings” and some examples of how John and Mike use their planning strategies in practice with the families they help.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#Retireable
#Retirement
#HolisticHappenings
#FinancialServicesOfAmerica
#CashAlternatives
#Retiremen...
2023-02-0936 minRetireableCash AlternativesJoin John and Mike as they discuss all things Retireable. On this episode, the guys are joined by Bryan McLaughlin and have a wide ranging discussion on “cash alternatives” and some of the ideas Bryan is sharing with his clients. As always, the episode wraps up with “holistic happenings” and some examples of how John and Mike use their planning strategies in practice with the families they help.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#Retireable
#Retirement
#HolisticHappenings
#FinancialServicesOfAmerica
#CashAlternatives
#Retiremen...
2023-02-0936 minRetireableLife InsuranceIn this episode, Mike and John interview Sean Beckerman to discuss the idea of insurance. They quickly discuss different types of insurance but spend the majority of the interview talking about life insurance and the different methods of planning with it. The hosts then continue their regular conversation about “holistic happenings."
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#Reireable
#LifeInsurance
#financialservicesofamerica
#holistichappenings
#Retirement
#RetirementAge
2023-01-2639 minRetireableLife InsuranceIn this episode, Mike and John interview Sean Beckerman to discuss the idea of insurance. They quickly discuss different types of insurance but spend the majority of the interview talking about life insurance and the different methods of planning with it. The hosts then continue their regular conversation about “holistic happenings."
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#Reireable
#LifeInsurance
#financialservicesofamerica
#holistichappenings
#Retirement
#RetirementAge
2023-01-2639 minRetireableTechnology and Your FinancesJoin Mike and John as they talk with Darci Barrera about technology in and for a comprehensive Holistic Financial Plan. Darci lays out what type of technology is mostly in use today, what she was looking for to best meet the needs of a family, and what she created to fit those needs. As always, Mike and John finish with a discussion about Holistic Happenings and what it means to the listener.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#finance
#Retireable
#HolisticHappenings
#Retirement
2023-01-1239 minRetireableTechnology and Your FinancesJoin Mike and John as they talk with Darci Barrera about technology in and for a comprehensive Holistic Financial Plan. Darci lays out what type of technology is mostly in use today, what she was looking for to best meet the needs of a family, and what she created to fit those needs. As always, Mike and John finish with a discussion about Holistic Happenings and what it means to the listener.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#finance
#Retireable
#HolisticHappenings
#Retirement
2023-01-1239 minRetireableTax PreparationOn this episode of Retireable, Mike and John interview Beverly Bobcean and discuss a few different tax scenarios. Bev has a long history of tax preparation for not just individual families, but for small to medium business owners as well. They discuss different types of planning and filing options for those individuals. Then, the guys continue their Holistic Happenings stories from families they work with.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#retireable
#financialservicesofamerica
#taxpreparation
#retirement
#taxes
#readyforretirement
#ho...
2022-12-2239 minRetireableTax PreparationOn this episode of Retireable, Mike and John interview Beverly Bobcean and discuss a few different tax scenarios. Bev has a long history of tax preparation for not just individual families, but for small to medium business owners as well. They discuss different types of planning and filing options for those individuals. Then, the guys continue their Holistic Happenings stories from families they work with.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
#retireable
#financialservicesofamerica
#taxpreparation
#retirement
#taxes
#readyforretirement
#ho...
2022-12-2239 minRetireableHealth Insurance in Retirement In this episode, John and Mike interview Mark Kersten for a free-flowing discussion on Health Insurance and Medicare. Mark explains some of the things we should be aware of, and some of the questions we should be asking as we plan for our retirement years. Then they continue on the regular discussion of Holistic Happenings with some existing families they both work with.
#medicare
#retirement
#healthinsurance
#retirementplanning
#financialservicesofamerica
#holistichappenings
#retireable
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
2022-12-0840 minRetireableHealth Insurance in Retirement In this episode, John and Mike interview Mark Kersten for a free-flowing discussion on Health Insurance and Medicare. Mark explains some of the things we should be aware of, and some of the questions we should be asking as we plan for our retirement years. Then they continue on the regular discussion of Holistic Happenings with some existing families they both work with.
#medicare
#retirement
#healthinsurance
#retirementplanning
#financialservicesofamerica
#holistichappenings
#retireable
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
2022-12-0840 minRetireableHow to Live a Tax-Free LifestyleJoin Mike and John as they bring on this episode’s guest, Mark Virostick. Mark goes into a detailed discussion of Tax Planning and ways to try to minimize taxes in our retirement years. Mark also shares some strategies of what to look for with different tax ideas that people might want to consider as they work towards a tax-free lifestyle.
#Retireable
#financialservicesofamerica
#taxplanning
#TaxFree
#financial
#financialplanning
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
2022-12-0135 minRetireableHow to Live a Tax-Free LifestyleJoin Mike and John as they bring on this episode’s guest, Mark Virostick. Mark goes into a detailed discussion of Tax Planning and ways to try to minimize taxes in our retirement years. Mark also shares some strategies of what to look for with different tax ideas that people might want to consider as they work towards a tax-free lifestyle.
#Retireable
#financialservicesofamerica
#taxplanning
#TaxFree
#financial
#financialplanning
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
2022-12-0135 minRetireableVarious Retirement Accounts - Mike SpicaJoin John and Mike as they continue their discussion of all things Retireable. In this episode, they interview Michael Spica and discuss information regarding retirement accounts. Mike and John try to get explanations for different types of accounts, how and when they are used, and some best practices with those accounts. They also continue their discussion of Holistic Happenings, which is the running commentary on Holistic Financial Planning and how it comes up in the regular business activities of both hosts and how it can impact the listeners life and planning.
Advisor | Financial Services of America (FSA) | War...
2022-11-1039 minRetireableVarious Retirement Accounts - Mike SpicaJoin John and Mike as they continue their discussion of all things Retireable. In this episode, they interview Michael Spica and discuss information regarding retirement accounts. Mike and John try to get explanations for different types of accounts, how and when they are used, and some best practices with those accounts. They also continue their discussion of Holistic Happenings, which is the running commentary on Holistic Financial Planning and how it comes up in the regular business activities of both hosts and how it can impact the listeners life and planning.
Advisor | Financial Services of America (FSA) | War...
2022-11-1039 minRetireableEstate Planning ConcernsJoin Mike and John on this episode as the interview attorney Benjamin Vader. Ben is on to discuss his law firm and what they see when it comes to Retirement and Estate Planning concerns and issues. Ben also explains some of the ways a family can do estate planning and what makes up a complete estate plan. Mike and John also continue their regular discussion to Holistic Happenings and share some examples of what their clients are facing every day.
#financialservicesofamerica
#retireable
#retirement
#holistichappenings
#estateplanning
#esta...
2022-10-2730 minRetireableEstate Planning ConcernsJoin Mike and John on this episode as the interview attorney Benjamin Vader. Ben is on to discuss his law firm and what they see when it comes to Retirement and Estate Planning concerns and issues. Ben also explains some of the ways a family can do estate planning and what makes up a complete estate plan. Mike and John also continue their regular discussion to Holistic Happenings and share some examples of what their clients are facing every day.
#financialservicesofamerica
#retireable
#retirement
#holistichappenings
#estateplanning
#esta...
2022-10-2730 minRetireableBucket PlanningWelcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. In this episode, Mike and John interview Jake Reeder, advisor and planner at Financial Services of America, on how he utilizes a Bucket Planning strategy with his clients and the success they are having with that planning. They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.
#financialservicesofamerica
#bucketplanning
#redzone
#jakereeder
#retirementplanning
#holisticplanning
Advi...
2022-10-1342 minRetireableBucket PlanningWelcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement. In this episode, Mike and John interview Jake Reeder, advisor and planner at Financial Services of America, on how he utilizes a Bucket Planning strategy with his clients and the success they are having with that planning. They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.
#financialservicesofamerica
#bucketplanning
#redzone
#jakereeder
#retirementplanning
#holisticplanning
Advi...
2022-10-1342 minRetireableWelcome - Holistic PlanningWelcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement.
In this episode, Mike and John interview Richard David James, founder and owner of Financial Services of America, an independent Holistic Planning Company based in Michigan. They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
Insurance products are offered through the insurance business Financial Services of
America (FSA). Financial Services of American (FSA...
2022-09-2929 minRetireableWelcome - Holistic PlanningWelcome to Retireable, where long time advisors Michael Wallace and John Sauger discuss all things retirement.
In this episode, Mike and John interview Richard David James, founder and owner of Financial Services of America, an independent Holistic Planning Company based in Michigan. They also share a few stories of what is happening to the families they work with in the world of Holistic Planning.
Advisor | Financial Services of America (FSA) | Warren (fsa1.com)
Insurance products are offered through the insurance business Financial Services of
America (FSA). Financial Services of American (FSA...
2022-09-2929 min
Worth Listening with Lauryn WilliamsMillionaire Series: Debt-Free and a Millionaire by 31, with Steven StackWe're continuing the Worth Listening Millionaire Series! Over the next couple of months, Worth Listening host and Certified Financial Planner Lauryn Wiliams, will be interviewing millionaires on the podcast so we can hear their money memoirs and what they did to reach that coveted millionaire status. Next up in the series is Steven Stack, Financial Coach & CFEI, speaker and author of the book Simple Money Talks. Steven became a debt free millionaire when he was just 31 years old. Through a combination of of smart money management and investing, primarily through the stock market and real estate, Steven set out t...
2022-03-1553 min