Talking Money – Previous Broadcasts
:: JUNE
June 12, 2010: Mike gives a quick summary on the current zero
capital gains rate
June 5, 2010: Establishing a Living Trust
:: MAY
May 22, 2010: How well do annuities fit into an overall financial plan?
May 15, 2010: Is it a good idea to take early withdrawals from an IRA
to pay off debt?
May 8, 2010: Mike discusses Multi-Sector Bond Funds
May 1, 2010: Mike’s Guest - Joel Stoudenmire, tax attorney with Nexsen Pruet: Estate Planning – www.nexsenpruet.com
:: APRIL
April 24, 2010: Is a Money Manager’s past performance predictive of their future performance?
April 17, 2010: What % of money can a person safely withdrawal from his
or her portfolio?
April 3, 2010: What’s happening in some of the Bond Markets?
:: MARCH
March 20, 2010: Is Money the Root of All Evil?
March 13, 2010: Key considerations when looking at a Life Estate
March 6, 2010: Key considerations when buying a life insurance policy at age 65 or older
:: FEBRUARY
February 27, 2010: Mike answers the question “Can you convert a traditional IRA to a Roth IRA?”
February 20, 2010: Mike’s Guest – David Smith, CPA w/Martin & Smith – Greenville, SC (864-232-1040)
February 13, 2010: Key Retirement Planning Issues To Consider
February 6, 2010: Roth IRA Conversions – Part Two
:: JANUARY
January 30, 2010: Roth IRA Conversions – Part One
January 23, 2010: Mike Explains the Periodic Table of Commodity Returns
January 16, 2010: A Market Update
January 2, 2010: Happy New Year! – Mike Reflects On 2009 & Offers Some Things To Consider For 2010
:: DECEMBER
Decemeber 19, 2009: A Year-end Financial Checklist Worth Considering
Decemeber 12, 2009: College Fund Considerations
December 5, 2009: Mike’s Guest – President of the American Seniors Association (ASA), Stuart Barton
:: NOVEMBER
November 21, 2009: Bunching Deductions – Is it a good idea?
November 14, 2009: Challenging The Expected!
November 7, 2009: A Market Update
:: OCTOBER
October 31, 2009: IRA Discussions – Part Two
October 24, 2009: IRA Discussions – Traditional, Roth, Simplified Employee Pension, etc.
Click Here for “The Perspective Of A Russian Immigrant” article – as mentioned in the October 10th broadcast
October 3, 2009: Mike Discusses Retirement Saver’s Credit.
:: SEPTEMBER
September 26, 2009: Looking At Our Economy From The Right Perspective.
September 19, 2009: Income Taxes Related To Estate Planning.
September 12, 2009: Are We In For A Double Dip Recession?
:: AUGUST
August 29, 2009: Mike Talks About Roth IRA’s
August 22, 2009: Planning Wisely For The Surviving Spouse
August 15, 2009: A Safe Investment Alternative to Annuities & CDs
August 8, 2009: Mike’s Guest – Attorney at Law Randy Fisher
August 1, 2009: Today’s Market Compared to Last October
:: JULY
July 25, 2009: A Market Update
July 18, 2009: Money 101 – Financial Planning Basics
July 11, 2009: Mike’s Guest – Jim Roach, ChFC: Annuities
:: JUNE
June 27, 2009: A Look at Our Current Economic Condition
Click Here for Frank Holmes article –"It's Time To Make Our Voices Heard", as mentioned in the June 27th broadcast
June 21, 2009: Investing in Today’s Market
June 13, 2009: A Market Update
June 6, 2009: Mike’s Guest – N. Mauldin Avinger, CFP: Estate Planning
:: MAY
May 16, 2009: Thinking Strategically vs Emotionally in a Down Economy
May 9, 2009: Mike Launches new PlanFIRST.com Web Site
May 2, 2009: Lets Look at the Positive Side!
:: APRIL
April 18, 2009: Can We Predict the Market?
April 4, 2009: Health Savings Accounts
:: MARCH
March 14, 2009: A Market Update
March 7, 2009: Mike’s Guest – Probate Judge Debora Faulkner
:: FERUARY
February 28, 2009: Proper Diversification
:: JANUARY
January 31, 2009: Mike’s Guest – David Smith, CPA w/Martin & Smith – Greenville, SC (864-232-1040)
January 24, 2009: Wills, Living Trusts and The Probate Process
January 17, 2009: Mike talks about how the financial sky is getting a little lower this Year!
January 10, 2009: Mike talks about why we shouldn’t expect a normal market in 2009!
January 3, 2009: Mike talks about starting off in a new year!
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