Talking Money – Previous Broadcasts

 

2011

:: NOVEMBER

November 19, 2011: Mike discusses some tax implications when purchasing a house with a parent.

November 12, 2011: Are intermediate bond funds a good short-term investment for right now?

November 5, 2011: Mike explains the two parts that make up a variable annuity.

 

:: OCTOBER

October 29, 2011: Mike and his special guest, U.S. Senator Jim DeMint, discuss the current state of our economy.

October 22, 2011: Is it important to have gold or silver coins in your possession as a hedge against a total economic collapse?

October 15, 2011: Mike and his guest, James H. Stone (Vice President, Research Analyst for Baron Capital) discussed a topic that affects all of us– energy.

October 8, 2011: What is a per stirpes distribution?

October 1, 2011: For those who are fortunate enough to have over $1 million in a 401(k), Mike shares a warning.

 

:: SEPTEMBER

September 24, 2011: Are you required to pay taxes on Life Insurance dividends?

September 10, 2011: Mike talks about how and what types of investments to put into a traditional IRA vs. a Roth IRA.

September 3, 2011: Mike talks about Biblically responsible investing.

 

:: AUGUST

August 27, 2011: In order to rebuild a credit score after filing Chapter 7, is it a good idea to open and contribute to an IRA?

August 20, 2011: Mike discusses investment considerations that may help to dampen the volatility of your portfolio.

August 13, 2011: Mike and his guest, estate planning attorney Daniel Hicks, discuss the current market conditions and provide some valuable counsel in will preparation – Daniel Hicks: Greenville, SC (864-527-5924).

Estate Planning Articles:

Estate Planning Basics - A review of the basics of planning
with a will
Key Estate Documents - An overview of the basic estate planning documents used by most individuals and the purpose that each document serves

August 6, 2011: Mike answers a listener’s question – “What can be done to protect a parent’s lifelong assets from being taken away by the government?”

 

:: JULY

July 30, 2011: Is it wise to pay off all loans before investing?

July 23, 2011: Mike and his guest Dr. Jim Rook, PlanFIRST's Chief Investment Officer, discuss the U.S. debt situation.

July 9, 2011: Mike answers a wide variety of financial questions.

July 2, 2011: Mike answers that big personal tax record keeping question, “How long should I keep my tax records?”

 

:: JUNE

June 25, 2011: How would income be taxed that heirs receive as beneficiaries of a Charitable Remainder Trust?

June 18, 2011: Mike & Mauldin discuss some of the warnings that need to be considered when dealing with annuities and trusts.

June 11, 2011: Mike addresses the very complicated subject of IRA beneficiaries.

June 4, 2011: Is there a maximum amount you should put into any one CD?

 

:: MAY

May 28, 2011: Mike and his guest, Ken Head of Head Financial Group Inc., discuss Long Term Care. (864-232-7355) – www.headfinancial.com

May 21, 2011: Mike answers a wide variety of financial questions.

May 7, 2011: Mike answers a wide variety of financial questions.

 

:: APRIL

April 30, 2011: Mike discusses the differences in making contributions to a minor child’s education through an Educational Savings Account (ESA), a 529 and a Custodial Account.

April 23, 2011: As a typically conservative investor, is it time now to be more aggressive?

April 16, 2011: As the beneficiary of a life insurance policy, do you pay taxes on that money?

April 9, 2011: Mike discusses which investments typically perform well in inflationary environment

 

:: MARCH

March 26, 2011: Mike shares some key questions to ask a future spouse regarding their creditworthiness and debt level.

March 19, 2011: Mike and Sherri White, one of PlanFIRST’s lead advisors, answer a wide variety of financial questions.

March 12, 2011: Mike and Mauldin Avinger answer a wide variety of financial questions.

March 5, 2011: A Retirement Saver’s Credit on Your Tax Return – does it apply to you?

 

:: FEBRUARY

February 26, 2011: Mike’s Guest – David Smith, CPA w/Martin & Smith – Greenville, SC (864-232-1040)

February 12, 2011: Mauldin Avinger, one of the lead advisors at PlanFIRST, co-hosts the program

February 5, 2011: Is China ready to lead the world?

 

:: JANUARY

January 29, 2011: When analysts say “sell,” is it time to buy?

January 15, 2011: Is it a good idea to sell your old gold jewelry while the value of gold is so high?

January 8, 2011: Happy New Year! – Mike Reflects On 2010 & he introduces a first time guest, Joe Boone, to share the details on a very special project. Joe is the Director of Advancement at Answers In Genesis. http://arkencounter.com

 

2010

:: DECEMBER

December 18, 2010: Mike gives his market update in light of the recent tax bills passed by congress.

December 11, 2010: What’s the difference between Dow Jones and the
S&P 500 Index?

December 4, 2010: Is it possible to restrict a beneficiary’s access to an IRA?

 

:: NOVEMBER

November 20, 2010: What about Reverse Mortgages, are they good or bad?

November 6, 2010: How will the national elections impact stock prices?

 

:: OCTOBER

October 30, 2010: Mike and his guest Karen Guess talk about Ron Blue's lifetime of trusted, biblical financial counsel that’s now available at MasterYourMoney.com

October 23, 2010: Once you reach full retirement age, will your SS income be subject to taxes?

October 16, 2010: Mike Miller and his guest, Kristen Weimann of the FCI Agency, discuss the upcoming open enrollment period for Medicare, plus other Medicare changes due to the new Health Care Legislation.

October 9, 2010: How should someone prepare for the possibility of hyperinflation?

October 2, 2010: Homestead Exemption: If you have joint ownership with someone under 65 years old, can you maintain it?

 

:: SEPTEMBER

September 25, 2010: Is it possible for your estate to avoid probate if you
have a will?

September 18, 2010: What are the pros and cons of borrowing from a 401-K?

September 11, 2010: How is PlanFIRST different from a firm like Carolina Investors?

September 4, 2010: Top 10 Predictions for the Next 10 Years!

 

:: AUGUST

August 28, 2010: Energy Focused Limited Partnerships – are they good investments?

August 21, 2010: Mike and his guest Bobby McDonald, Executive Director of South Carolina Christian Foundation, share some unique ways for people to streamline the charitable gift giving process. (864-949-5802) www.sccfonline.org

August 14, 2010: When settling an estate, what happens to a joint ownership account?

August 7, 2010: Is it always a good idea to make extra payments toward my mortgage in order to pay it off early?

 

:: JULY

July 31, 2010: Should you have Umbrella Insurance, and how much is enough?

July 24, 2010: What are “TBT Bonds” and are they a good investment?

July 17, 2010: Do I pay Estate Taxes on an inherited house before
or after I sell it?

July 3, 2010: Is Gold A Good Investment?

 

:: JUNE

June 26, 2010: Inflation will be taking off any day now . . . Right? - Mike discusses three principles of economics that deconstruct the Great Inflation Myth.

June 19, 2010: Mike’s Guest - Kristen Weimann of the FCI Agency. Mike discusses with Kristen the recent changes in Medicare and Medicare Supplement Insurance - Greenville, SC (864-334-1200)

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 10, 2010: When someone’s near retirement and they’ve maxed out their Roth contributions, where’s a good place to put extra money?

April 3, 2010: What’s happening in some of the Bond Markets?

 

:: MARCH

March 27, 2010: Mike’s Guest - Howard J. “Rusty” Leonard, CFA: Founder and CEO of Stewardship Partners Investment Counsel, Inc. Mike and Rusty discuss how the recent changes in healthcare may affect you and/or your business.

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 9, 2010: It’s Tax Season Again! Mike’s Guest – David Smith, CPA w/Martin & Smith – Greenville, SC (864-232-1040)

January 2, 2010: Happy New Year! – Mike Reflects On 2009 & Offers Some Things To Consider For 2010

 

2009

:: 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

 

:: 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 30, 2009: Mike’s Guest - Howard J. “Rusty” Leonard, CFA: Founder and CEO of Stewardship Partners Investment Counsel, Inc.

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!