Retirement Reality Podcast

By Mike Kojonen

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Category: Investing

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Episodes: 169

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.

Episode Date
Great Side Gig Ideas for Retirees
Mar 06, 2025
The Five Love Languages of Financial Planning
Feb 27, 2025
Do Smart Investors Really Need a Financial Advisor?
Feb 20, 2025
Social Security Claiming Tips for Unique Situations
Feb 13, 2025
The Snowbird Retirement: Is a Seasonal Move Right for You?
Feb 06, 2025
Inflation-Proof Your Retirement in 2025
Jan 30, 2025
How To Change Your Money Attitude In 2025
Jan 23, 2025
How Should You Invest Money That You’ll Need To Use In Three Years?
Jan 09, 2025
Retirement Spending Strategies That Will Help You Spend With Confidence
Jan 02, 2025
Are Future Retirement Worries Harming Your Mental Health TODAY?
Dec 26, 2024
2024's Best Stocking Stuffers for Financial Freedom
Dec 19, 2024
Most Americans Are Forced to Retire Early - Are You Ready?
Dec 12, 2024
Retirees Have a Serious Temptation Problem
Dec 12, 2024
What Financial Advisors Wish Every Investor Knew (Part 2)
Dec 05, 2024
What Financial Advisors Wish Every Investor Knew (Part 1)
Nov 26, 2024
Pension & Retirement Plan Contribution Adjustments for 2025
Nov 21, 2024
Social Security Shake-Up: How Raising the Retirement Age Could Impact You
Oct 31, 2024
What Makes Our Financial Planning Approach Unique?
Oct 17, 2024
Retirees In Their 70s Regret These 5 Things
Oct 03, 2024
Unusual Fears & Financial Planning: Lessons from the Strangest Phobias
Sep 26, 2024
Financial Mailbag: Retirement Savings, Life Insurance Claim, Finding an Advisor & More
Aug 22, 2024
How Kids & Grandkids Influence YOUR Retirement Planning
Aug 08, 2024
The Top 401(k) FAQs in 2024
Jul 25, 2024
Can You Retire on $42/Month?
Jul 11, 2024
Clearing Up Some Common Financial Half-Truths
Jun 27, 2024
Take the Fork: Yogi Berra's Wisdom on Making Financial Choices
Jun 13, 2024
Retiree Insurance: The Basics You Must Know
May 30, 2024
Mistakes When Choosing A Financial Advisor
May 16, 2024
Expectation vs. Reality: The Truth About Retirement Planning
Apr 25, 2024
Retirement Questions That Younger Generations are Asking
Apr 11, 2024
Retirement Questions Every Generation Is Asking (Baby Boomers)
Mar 28, 2024
How Is Technology Redefining Retirement Planning?
Mar 14, 2024
How One Overlooked Issue Can Sink Your Retirement
Feb 22, 2024
Retirement Planning Is Different For Women: Here’s Why
Feb 08, 2024
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Jan 25, 2024
Will The Economy Boom Or Bust In 2024?
Jan 11, 2024
Patience Pays: The Power of Delayed Gratification (Part 2)
Dec 28, 2023
Patience Pays: The Power of Delayed Gratification (Part 1)
Dec 14, 2023
Financial Tweaks That Matter: Small Steps, Big Impact
Nov 30, 2023
End of Year Financial Planning For 2023
Nov 16, 2023
Money Mistakes You’ll Regret and How to Avoid Them
Oct 26, 2023
Retirement Planning for High-Net-Worth Individuals
Oct 12, 2023
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Sep 28, 2023
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Sep 14, 2023
Navigating the Transition to a New Financial Advisor
Aug 24, 2023
Common Retirement Complaints
Aug 10, 2023
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples (Part 1)
Jul 27, 2023
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 2)
Jul 13, 2023
Mastering Retirement Cash Flow: Understanding Changing Expenses (Part 1)
Jun 22, 2023
How to Clean Up Your Portfolio
Jun 08, 2023
Ep 118: The 12 Biggest Money Mistakes In Retirement Planning (Part 2)
May 25, 2023
Ep 117: The 12 Biggest Money Mistakes In Retirement Planning (Part 1)
May 11, 2023
Ep 116: Mailbag: Credit Card Debt, Savings Value & More
Apr 27, 2023
Ep 115: A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Apr 13, 2023
Ep 114: Fore Your Retirement - What Golf Teaches Us About Financial Planning
Mar 30, 2023
Ep 113: Retirement Expenses For Which You Forgot To Plan
Mar 16, 2023
Ep 112: Top 10 Tax Questions For Retirees In 2023
Feb 23, 2023
Ep 111: Four Ways The SECURE Act 2.0 Might Impact You
Feb 16, 2023
Ep 110: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
Jan 26, 2023
Ep 109: 10 Point Checklist For Retirement Preparedness
Jan 12, 2023
Ep 108: Listen To This If You Need Help Understanding Your Financial Statements
Dec 21, 2022
Ep 107: The Financial Therapist - When It’s OK If A Visit To Your Advisor Feels Like Counseling
Dec 08, 2022
Ep 106: Is There Greener Grass On The Other Side?
Nov 22, 2022
Ep 105: The Retirement Marathon - Finishing The Race
Nov 10, 2022
Ep 104: 5 Common Questions People Ask When Forced Into Retirement
Oct 27, 2022
Ep 103: Warning Signs - How To Spot Problems In Your Financial Life
Oct 13, 2022
Ep 102: How Money Ads Catch Your Attention
Sep 22, 2022
Ep 101: Retirement Planning From A Psychologist’s Point Of View
Sep 08, 2022
Ep 100: How Procrastination Dooms Your Financial Future
Aug 25, 2022
Ep 99: Should You Follow These Popular Retirement Rules of Thumb?
Aug 11, 2022
Ep 98: Tough Topic – Retirement and Divorce
Jul 28, 2022
Ep 97: What Grade Can You Get on This Retirement Planning Quiz?
Jul 14, 2022
Ep 96: Picking Sides In Important Financial Debates
Jun 23, 2022
Ep 95: Investor Beware: Spotting Red Flags When Picking An Advisor
Jun 09, 2022
Ep 94: Counting Down the Days Until Retirement
May 26, 2022
Ep 93: Can you Retire at 55?
May 12, 2022
Ep 92: Common Housing Questions from Retirees
Apr 28, 2022
Ep 91: Important Retirement Birthdays
Apr 14, 2022
Ep 90: When Guessing in Retirement Planning Goes Wrong
Mar 24, 2022
Ep 89: Murky Issues That Make Retirement Planning Harder
Mar 10, 2022
Ep 88: Who Even Needs an Advisor?
Feb 17, 2022
Ep 87: Planning for Things We Can’t Predict
Feb 10, 2022
Ep 86: Don’t Fumble in the Retirement Red Zone
Jan 27, 2022
Ep 85: How the “Great Resignation” Could Impact Your Retirement
Jan 13, 2022
Ep 84: 5 Signs You Are in Good Financial Health
Dec 21, 2021
Ep 83: 22 Money Resolutions for 2022
Dec 09, 2021
Ep 82: Opportunities for Retirement’s Late Bloomers
Nov 23, 2021
Ep 81: 4 Unreasonable Requests for Your Advisor
Nov 11, 2021
Ep 80: Tax Consequences on Retirement Accounts
Oct 28, 2021
Ep 79: Overconfidence in Retirement Planning
Oct 14, 2021
Ep 78: Retirement Decisions to Make as a Couple
Sep 30, 2021
Ep 77: Can You Wait on These Financial Decisions?
Sep 16, 2021
Ep 76: What the Financial Doctor Ordered
Aug 26, 2021
Ep 75: How Age & Wisdom Play Into Financial Planning
Aug 12, 2021
Ep 74: What Retirement Are You Living For?
Jul 22, 2021
Ep 73: 5 Things You Must Know About Decumulation to Retire Successfully
Jul 08, 2021
Ep 72: The Three Worlds of Money
Jun 24, 2021
Ep 71: Learning Through Uncommon Sense
Jun 10, 2021
Ep 70: Estate Planning for Life After Death with Patrick Boley (Part 2)
May 20, 2021
Ep 69: The Living Side of Estate Planning with Patrick Boley (Part 1)
May 13, 2021
Ep 68: Understanding the Different Risk Types
Jan 28, 2021
Ep 67: Things That Drive Your Financial Advisor Crazy
Jan 21, 2021
Ep 66: Things Nobody Says in the Financial Planning World
Jan 14, 2021
Ep 65: Lessons Learned From Biggest Market Crashes of All-Time
Jan 07, 2021
Ep 64: Are You Prepared for Retirement? Take This Quiz
Dec 23, 2020
Ep 63: Why Variable Annuities Are the Liver & Onions of the Financial World
Dec 17, 2020
Ep 62: In Financial Planning, the Customer Isn’t Always Right
Dec 10, 2020
Ep 61: Is Diversification for Suckers?
Dec 03, 2020
Ep 60: Frequently Asked Questions About 401Ks
Nov 24, 2020
Ep 59: Common Retirement Mistakes and Concerns of Baby Boomers
Nov 19, 2020
Ep 58: Five Financial Commandments to Follow
Nov 12, 2020
Ep 57: What You Should Know About Wills and Trusts
Nov 05, 2020
Ep 56: Five Common Financial Mistakes in Hindsight
Oct 22, 2020
Ep 55: How Does Your Retirement Savings Compare to Average American?
Oct 15, 2020
Ep 54: Five Outdated Financial Strategies
Oct 08, 2020
Ep 53: Answers to Common Housing and Retirement Questions
Oct 01, 2020
Ep 52: Can You Afford to Live a Long Life?
Sep 24, 2020
Ep 51: 5 Ways to Ruin Retirement
Sep 17, 2020
Ep 50: Financial Issues and Advice for Women
Sep 10, 2020
Ep 49: How to Build a Strong Financial House
Sep 03, 2020
Ep 48: Market Crash Survival Guide
Aug 27, 2020
Ep 47: Are You Really Ready for Retirement?
Aug 20, 2020
Ep 46: Figuring Out Finances After the Death of a Spouse
Aug 13, 2020
Ep 45: Avoid These Classic Pre-Retiree Mistakes
Aug 06, 2020
Ep 44: Applying Mark Twain Quotes to Finance
Jul 23, 2020
Ep 43: Saying One Thing But Doing Another
Jul 16, 2020
Ep 42: Traditional or Roth IRA?
Jul 09, 2020
Ep 41: Lessons From Keyboard Warriors
Jul 02, 2020
Ep 40: Are You Giving Your Biggest Assets Enough Attention?
Jun 25, 2020
Ep 39: Hidden Gems in Your Financial Portfolio
Jun 18, 2020
Ep 38: Should You Follow Dave Ramsey’s Financial Advice?
Jun 11, 2020
Ep 37: Financial Terms You Should Know During the Pandemic
Jun 04, 2020
Ep 36: 5 Life Events That Spark Major Financial Changes
May 28, 2020
Ep 35: Best Intentions Sometimes End in Bad Advice
May 21, 2020
Ep 34: Retirement Account Changes for 2020
May 14, 2020
Ep 33: Are You in a Bad Investment?
May 07, 2020
Ep 32: Coronavirus Market Update & Where to Go From Here
Apr 23, 2020
Ep 31: Where You Should Focus During Each Stage of Retirement
Apr 16, 2020
Ep 30: 5 Financial Truths You Can Rely On
Apr 09, 2020
Ep 29: Setting Financial & Retirement Goals
Apr 02, 2020
Ep 28: Understanding Roth Conversions as a Planning Strategy
Mar 26, 2020
Ep 27: Coronavirus Update + Getting Lost in Retirement
Mar 19, 2020
Ep 26: What’s Your Level of Desire to Retire?
Mar 12, 2020
Ep 25: What Does the SECURE Act Mean For Your Retirement?
Mar 05, 2020
Ep 24: Retirement Planning and Farming
Feb 27, 2020
Ep 23: Lies Learned in Broker School
Feb 20, 2020
Ep 22: Is Having ‘Cash’ Good or Bad
Feb 13, 2020
Ep 21: Be Aware of Bias in Financial Media
Feb 06, 2020
Ep 20: Do You Need to Be Debt Free to Retire?
Jan 23, 2020
Ep 19: The Ins and Outs of Mutual Funds
Jan 16, 2020
Ep 18: Are You Making These Excuses to Avoid Retiring?
Jan 09, 2020
Ep 17: 5 Traits Your Financial Advisor Should Have
Jan 02, 2020
Ep 16: Top 5 Biggest Social Security Misunderstandings
Dec 26, 2019
Ep 15: Finding the Silver Lining in 4 Challenging Financial Situations
Dec 19, 2019
Ep 14: 5 Critical Estate Planning Mistakes to Avoid
Dec 12, 2019
Ep 13: These Mistakes Could Sabotage Your Retirement
Dec 05, 2019
Ep 12: Are You Having These Tough Financial Conversations
Nov 26, 2019
Ep 11: 4 Tips to Help You Retire Without Regret
Nov 21, 2019
Ep 10: Retirement Constants That Affect Everyone
Nov 14, 2019
Ep 9: Retirement Variables That Need to Factor Into Your Plan
Nov 07, 2019
Ep 8: Why the Final Decade of Work is So Important for Retirement
Oct 24, 2019
Ep #7: What Will the Next Market Crash Look Like?
Oct 17, 2019
Ep #6: What Flying Can Teach Us About Retirement Planning
Oct 10, 2019
Ep #5: Even Responsible Savers Make These Mistakes
Oct 03, 2019
Ep #4: Is Playing the Blame Game Holding You Back Financially?
Sep 26, 2019
Ep #3: 3rd & 4th Quarter Financial Planning Checklist
Sep 19, 2019
Ep #2: 5 Financial Myths That Need to Be Busted
Sep 12, 2019
Ep #1: Signs Your Financial Advisor Isn’t Right for You
Aug 30, 2019
Ep #0: Getting to Know Mike Kojonen & the New Podcast
Aug 26, 2019