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  • Income vs. If-Come

    Income vs. If-Come
    2026/09/04
    Billie and Mark Elliott build this conversation around a piece of wordplay: the difference between income, money you can count on arriving every month, and what Billie calls if-come, money that's only there if the market cooperates. They talk through why the question isn't just what kind of financial professional you want but what you want them to do with your money, why the priority shifts from rate of return to reliable income as retirement nears, and how a bad sequence of returns early in retirement can force people back to work.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
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    25 分
  • The Cost No One Plans For

    The Cost No One Plans For
    2026/09/04
    Billie and Mark Elliott tackle one of the largest and least-planned-for costs in retirement: health care and long-term care. They walk through why these expenses catch people off guard, why relying on Medicare alone leaves gaps, and how newer approaches to long-term-care planning differ from the traditional "use it or lose it" policies people remember. The throughline is the same as the rest of the series, building a plan that holds up regardless of what happens, rather than hoping the need never comes.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
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    25 分
  • The Tax Freight Train

    The Tax Freight Train
    2026/09/04
    Billie and Mark Elliott take on a part of retirement most people underestimate: taxes. The common assumption is that you'll be in a lower bracket once you retire, but between tax-deferred accounts, future rate changes, and required withdrawals, Billie argues the bill can be bigger than expected. They walk through why the years around retirement can be a window to convert tax-deferred savings to Roth, the trade-offs of paying tax now versus later, and why a tax strategy belongs alongside your income and investment plans rather than as an afterthought.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
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    25 分
  • The Dominoes You Spent Years Lining Up

    The Dominoes You Spent Years Lining Up
    2026/09/04
    Billie Miles joins Mark Elliott for a conversation about what happens when a plan built over decades meets something it never accounted for. Billie tells the story of the dominoes he spent hours lining up as a child, and the family dog who ran through them, then uses it to look at how much of a retirement plan quietly depends on conditions holding steady. The conversation also covers why monthly income, rather than account balance, tends to determine how retirement actually feels day to day, and a lesser-known option inside many employer plans called an in-service distribution.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
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    25 分
  • The Black Swan

    The Black Swan
    2026/09/04
    Billie and Mark Elliott build this conversation around author Nassim Taleb's idea of the "Black Swan", the rare, unpredictable event no one sees coming. They trace the term's origin (for centuries "all swans are white" was accepted fact, until black ones turned up in Australia in 1697), point to events like 9/11 and 2008 as market examples, and make a subtle but important point: diversification can spread out company-specific risk, but it can't protect you from a broad market drop if all your money is in the market.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
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    25 分
  • Stairs Up, Elevator Down

    Stairs Up, Elevator Down
    2026/09/04
    Billie and Mark Elliott use a simple image to describe market behavior: you climb the stairs on the way up, but take the elevator on the way down, gains build slowly, losses come fast. From there they dig into why a 401(k) isn't the same thing as a pension (no guaranteed lifetime income attached), what that means for someone nearing retirement, and how a little-known option, moving 401(k) funds after age 59½ while still working, can let you protect gains before the next drop.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
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    25 分
  • Do You Own Your Gains, or Rent Them?

    Do You Own Your Gains, or Rent Them?
    2026/09/04
    Billie Miles joins Mark Elliott to look at the difference between a gain you keep and a gain you only borrow for a while. The conversation works through why recovering from a large loss takes more than the loss itself, an old rule of thumb some use to think about how much risk belongs in a portfolio later in life, and why a plan built for the years of saving may not be the plan for the years of spending. Billie also talks about building a retirement the way you would build a house, starting with the foundation.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
    続きを読む 一部表示
    25 分
  • Market-Protected Accounts

    Market-Protected Accounts
    2026/09/04
    Billie and Mark Elliott explain "market-protected accounts", strategies meant to capture market gains while shielding savings from losses, and offer a simple rule of thumb for how much risk makes sense: the Rule of 100. Subtract your age from 100, and the result is roughly the maximum percentage many economists suggest keeping exposed to the market. They walk through why that mix shifts toward protection near retirement, why big losses are so much harder to recover from than they look, and why an income plan matters as much as an investment one.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
    続きを読む 一部表示
    25 分