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Mike’s Perspective
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Featured
August 5, 2026
[VIDEO] "Hey Mike": Can Your IRA Satisfy Your 403(b) RMD?
August 5, 2026
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August 5, 2026
July 13, 2026
[VIDEO] "Hey Mike": Can You Avoid Probate Without a Trust?
July 13, 2026
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July 13, 2026
June 23, 2026
[VIDEO] Should You Convert to a Roth IRA? A Framework for Evaluating the Tradeoffs
June 23, 2026
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June 23, 2026
June 23, 2026
[VIDEO] Should You Convert to a Roth IRA? When the Math Says No
June 23, 2026
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June 23, 2026
February 9, 2026
[VIDEO] "Hey Mike": Can I Put My IRA Into a Trust?
February 9, 2026
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February 9, 2026
January 7, 2026
[VIDEO] "Hey Mike": Should Divorced Spouses Delay Social Security?
January 7, 2026
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January 7, 2026
December 3, 2025
[VIDEO] "Hey Mike": What Happens to Your IRA When You Leave It to Multiple Beneficiaries?
December 3, 2025
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December 3, 2025
November 6, 2025
[VIDEO] Market Drops Are Normal: Why Every Investor Needs a Plan B
November 6, 2025
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November 6, 2025
October 1, 2025
[VIDEO] What Elite Athletes Can Teach Us About Investing
October 1, 2025
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October 1, 2025
August 29, 2025
[VIDEO] Good Debt vs. Bad Debt: A Smarter Way to Think About Borrowing
August 29, 2025
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August 29, 2025
August 5, 2025
[VIDEO] Income Too High for a Roth IRA? 3 Strategies to Consider
August 5, 2025
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August 5, 2025
July 3, 2025
[VIDEO] Retirement Healthcare Costs: Why Your Expenses May Be Lower Than You Think
July 3, 2025
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July 3, 2025
June 18, 2025
[VIDEO] Why Smart Investors Still Can Fall for Financial Scams
June 18, 2025
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June 18, 2025
June 16, 2025
Paying Rent in the Wrong Kind of Hotel: Part One
June 16, 2025
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June 16, 2025
June 16, 2025
Paying Rent in the Wrong Kind of Hotel: Part Two
June 16, 2025
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June 16, 2025
January 28, 2025
What's Next?
January 28, 2025
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January 28, 2025
December 17, 2024
We've Got Your Number
December 17, 2024
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December 17, 2024
November 21, 2024
It's Always a Problem: Heads It's Bad And Tales It's Even Worse
November 21, 2024
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November 21, 2024
November 18, 2024
Choices, Choices, Choices
November 18, 2024
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November 18, 2024
October 14, 2024
Fundamentals of Finance
October 14, 2024
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October 14, 2024
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