『Your Retirement Blueprint with Michael』のカバーアート

Your Retirement Blueprint with Michael

Your Retirement Blueprint with Michael

著者： Greywell Wealth Group
無料で聴く

このコンテンツについて

Your Retirement Blueprint with Michael is a podcast about holistic financial planning that helps listeners align money with life goals. Michael explores different topics of your financial plan such as retirement planning, tax, insurance, cashflow, and the behavioral choices that shape long-term outcomes. Each episode combines practical guidance and a planning-first approach so you can feel confident about your future.

Greywell Wealth Group 2025 個人ファイナンス 個人的成功 経済学 自己啓発
エピソード
  • 17 - Why the 50-30-20 Budget Rule No Longer Works in 2025 — And What to Use Instead

    17 - Why the 50-30-20 Budget Rule No Longer Works in 2025 — And What to Use Instead
    2025/12/10

    In this episode, Certified Financial Planner Michael breaks down why the classic 50-30-20 rule no longer works in today’s world of high housing costs, student loans, childcare expenses, and inflation. You’ll learn the hidden flaws in this outdated framework—and discover smarter, flexible budgeting strategies that actually fit your income, goals, and lifestyle.

    Whether you're a young professional, a growing family, or navigating irregular income, this episode gives you practical steps to build a realistic budget that supports your financial future.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
    続きを読む 一部表示
    8 分
  • 16 - Roth Conversion Timing Strategies: Tax Planning and Retirement Windows Explained

    16 - Roth Conversion Timing Strategies: Tax Planning and Retirement Windows Explained
    2025/12/08

    Maximize your retirement savings with smart Roth conversion strategies. In this episode, Certified Financial Planner Michael explains how to convert pre‑tax retirement accounts into a Roth IRA for tax‑free growth and withdrawals. Learn the best timing windows — from retirement gap years to market downturns — and how to avoid costly mistakes like Medicare IRMA surcharges and bracket creep. Discover how Roth conversions can reduce future RMDs, lower lifetime taxes, and create a more tax‑efficient inheritance for your heirs. Whether you’re planning for retirement, managing estate taxes, or exploring charitable giving strategies, this episode offers actionable insights to help you protect your wealth and legacy.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
    続きを読む 一部表示
    10 分
  • 15 - Estate Planning Explained: Wills, Trusts, Taxes & Legacy Protection

    15 - Estate Planning Explained: Wills, Trusts, Taxes & Legacy Protection
    2025/12/06

    Discover how to protect your wealth and secure your family’s future in this episode on estate planning. Certified Financial Planner Michael breaks down the essentials — from wills and trusts to beneficiary designations, tax planning, and legacy protection. Learn the difference between per stirpes vs. per capita inheritance, how the SECURE Act impacts retirement accounts, and why updating beneficiaries and planning for incapacity are critical. Whether you’re building a legacy, minimizing estate taxes, or exploring charitable giving strategies, this episode offers actionable insights to help you create a comprehensive estate plan that truly works for your loved ones.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
    続きを読む 一部表示
    12 分
まだレビューはありません