Many people spend decades saving, investing, and paying down debt without realizing how much wealth they’ve accumulated. In this episode, Mitch discusses the idea of the “hidden millionaire” and why net worth can sometimes tell a very different story than your checking account balance.
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Many retirees spend years focusing on building a nest egg, only to discover that retirement is about much more than reaching a specific number. In this mailbag episode, Mitch answers listener questions about retirement income, emergency funds, Roth conversions, Social Security decisions, and the critical “retirement red zone” that occurs in the years leading up to retirement.
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This episode tackles two very common retirement planning questions advisors hear from clients. First, how much should you have saved for retirement at different stages of life? Then, the conversation shifts to rental properties and whether it’s a good investment.
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Losing a spouse changes nearly every part of life, including your financial picture. In part two of our Losing a Spouse series, Mitch shares practical financial steps surviving spouses should revisit after a loss. When emotions are high and decisions feel overwhelming, having a thoughtful financial plan in place can make all the difference.
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