Your Retirement Blueprint with Michael

Your Retirement Blueprint with Michael

Greywell Wealth Group

Episodes 26
Avg. Duration 9m
Activity Highly Active
Since Nov 2025
Latest Episode May 2026

Publishing Details

Schedule
Every Few Days
Format
Serial
Consistency
16%
Hosting
media.rss.com

About This Podcast

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.

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Recent Episodes

25 - Nearing Retirement? Here's what to prioritize during your delay period

May 24, 2026 2m Transcript

Nearing retirement and delaying social security or your official retirement date? Your delay period is one of the most powerful planning windows you'll ever have. If you have less time then now is…

24 - Not sure when to claim social security?

May 23, 2026 1m Transcript

Deciding when to take Social Security is one of the most important retirement choices you’ll ever make — and one of the most misunderstood. In this episode, Michael, Certified Financial Planner®…

23 - Little unkown things to do when your spouse passes

Mar 07, 2026 1m Transcript

Losing your spouse is a life-changing event and during such a difficult time, it's hard to think about other things such as your finances. While filing as a married filing jointly during the 2 years…

22 - Ultimate Financial Guide for Freelancers: Taxes, Retirement, and Smart Money Systems

Dec 22, 2025 10m Transcript

Unlock the financial strategies every freelancer and gig worker needs to thrive. In this episode, Certified Financial Planner Michael breaks down the essentials of managing irregular income,…

21 - When Should You Claim Social Security? Smart Timing Strategies for Maximizing Retirement Income

Dec 20, 2025 7m Transcript

Unlock the best time to claim Social Security and avoid costly mistakes. In this episode, Certified Financial Planner Michael breaks down how claiming at 62, full retirement age, or 70 can…

20 - What To Do When You Receive an Inheritance: Tax Rules, Smart Strategies, and Expert Guidance

Dec 18, 2025 10m Transcript

Navigating an inheritance can feel overwhelming — emotionally and financially. In this episode, Certified Financial Planner Michael breaks down what to do when you receive an inheritance, including…

19 - “Retirement Readiness Checklist: Income, Taxes, Healthcare & Lifestyle Planning

Dec 14, 2025 8m Transcript

Discover how to know if you’re truly ready to retire. In this episode, Certified Financial Planner Michael breaks down the essentials of retirement planning — from defining your lifestyle vision and…

18 - Smart College Planning: 529 Savings, Tax Credits, Financial Aid & Student Loan Strategies

Dec 12, 2025 9m Transcript

Discover proven strategies to make college more affordable without sacrificing your retirement. In this episode, Certified Financial Planner Michael breaks down the best ways to save for college with…

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

Dec 10, 2025 7m Transcript

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…

16 - Roth Conversion Timing Strategies: Tax Planning and Retirement Windows Explained

Dec 08, 2025 9m Transcript

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…

15 - Estate Planning Explained: Wills, Trusts, Taxes & Legacy Protection

Dec 06, 2025 11m Transcript

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…

14 - Leaving Your Job? Smart Moves for Your Retirement Savings

Dec 04, 2025 10m Transcript

Changing jobs? Wondering what to do with your old 401k, 403b, TSP, or other employer retirement plan? In this episode, Certified Financial Planner Michael explains the four key options—leave your…

13 - Beyond the Numbers: Essential Steps for a Fulfilling and Secure Retirement

Dec 01, 2025 8m Transcript

In this episode, we dive into the key steps to prepare for retirement—beyond just the financials. Learn how to plan for a fulfilling retirement lifestyle, manage healthcare costs, optimize Social…

12 - Why Pre-Tax Contributions Still Matter

Nov 28, 2025 8m Transcript

We dive into the powerful benefits of traditional, pre-tax retirement contributions, including IRAs and 401(k)s. While Roth accounts often steal the spotlight, pre-tax options can provide immediate…

11 - Tax-Free Retirement? The Truth About Roth Conversions and Contributions

Nov 25, 2025 9m Transcript

In this episode, we break down the power of Roth contributions and Roth conversions, explaining how they can help you build a tax-free retirement. Learn the benefits of Roth contributions, the…

10 - Balancing Family Obligations and Financial Boundaries

Nov 23, 2025 8m Transcript

In this episode, we explore the emotional side of financial planning, focusing on the delicate balance between family obligations and financial boundaries. Looking at a story, Michael discusses the…

9 - The Caregiver’s Dilemma: Protecting Your Future While Caring for Loved Ones

Nov 21, 2025 7m Transcript

In this episode, we discuss the importance of estate planning, caregiver financial strategies, and how to avoid inheritance disputes. We look at a story of a caregiver who faced emotional and…

8 - Roth Accounts Explained: Are you using the powerful retirement planning strategy?

Nov 19, 2025 12m Transcript

Roth accounts are one of the most powerful tools in retirement planning - but many people don't fully understand how they work. In this episode, I break down the basics of Roth IRAs and Roth 401(k)s,…

7 - Social Security Explained: Benefits, Taxes, & Retirement Planning

Nov 17, 2025 8m Transcript

Social security is one of the most important pieces of retirement income, yet it's often misunderstood. In this episode, I break down how Social Security works, including eligibility, benefit…

6 - Annuities Explained: Types, Benefits, & What You Should Know

Nov 14, 2025 8m Transcript

Thinking about annuities but not sure where to start? Maybe you heard about them but think they are only bad and not sure why anyone would want one? In this episode, I break down the different types…

Frequently Asked Questions

How many episodes does Your Retirement Blueprint with Michael have?

Your Retirement Blueprint with Michael has published 26 episodes since November 2025, covering topics in Business, Education.

Is Your Retirement Blueprint with Michael still active?

Your Retirement Blueprint with Michael is currently highly active with new episodes every few days. Average episode length is 9m.

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