- All Episodes
Feb 23, 2022
- How much income will you need?
- What are your income sources?
- How long do you think you may live?
Feb 16, 2022
- Mike's journey into financial planning
- Mike’s hopes and aspirations
- What Mike brings to the Blue Heron Capital client family
Feb 9, 2022
- What’s your 10-year plan?
- 5-year plan?
- 3-month plan?
Feb 2, 2022
- Should you roll your money over?
- What happens when you have both pre-tax and after-tax
- What if you have employer stock inside your 401k?