Retirement Reality-logo

Retirement Reality

Business & Economics Podcasts >

Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.

Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
More Information

Location:

United States

Description:

Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.

Language:

English


Episodes

Ep #3: 3rd & 4th Quarter Financial Planning Checklist

9/19/2019
More
As the year begins to wind down, it becomes a great time to run through a financial checklist to make sure your investments all are on track. These six items will help you decrease your taxes, improve your portfolio, and keep your retirement plan moving forward. Today's rundown: 1:21 – Mike talks about his trip to the Minnesota State Fair. 3:13 – Let’s talk about a 3 & 4 quarter planning checklist. 3:53 – Item 1: Evaluating our IRA or Roth contribution options. 5:31 – Item 2: Taking a...

Duration:00:18:53

Ep #2: 5 Financial Myths That Need to Be Busted

9/12/2019
More
When it comes to retirement planning, there are some widely believed financials myths that you’ve likely heard. Today we’ll look at some of those and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that. 2:22 – Getting to know Mike: Who is somebody that always makes you laugh? 4:25 – Beginning our discussion on the biggest financial myths. 4:49 – Myth 1: Shifting from stocks to bonds removes the...

Duration:00:16:54

Ep #1: Signs Your Financial Advisor Isn’t Right for You

8/30/2019
More
It’s not uncommon to meet people that aren’t completely satisfied with their financial advisor but don’t feel the need to make a change. Many times, relationships have been formed that prevent clients from making a tough choice, but other times the excuses are a little flimsier. Find out some of the common signs that your advisor might not be a great fit in this episode. Podcast Website: https://principalpreservationservices.com/retirement-reality-podcast/ Today's rundown: 3:27 – In the...

Duration:00:16:46

Ep #0: Getting to Know Mike Kojonen & the New Podcast

8/26/2019
More
Before we launch the first episode of the Retirement Reality podcast, we wanted to introduce you to the show and the people. In this ‘Getting to Know You’ episode, we’ll learn more about Mike Kojonen, his business, and the future of the podcast. Check out the full show notes by clicking here. ----more---- Today's rundown: 1:36 – Introducing the plan for the episode. 1:54 – Getting to know Mike. 6:25 – Learning about the business and the philosophy behind Principal Preservation...

Duration:00:18:06