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Jason T. Micheli, PhD

Jason T. Micheli, PhD

Jason T. Micheli, PhD will help you learn how to invest smarter, lower your taxes, manage your risk, and achieve your financial goals.

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Retirement Investing Podcast Archive

Investing at all-time highs

Investing at All-Time Highs

When investing at all-time highs, some wonder if the markets can continue to go up in value or if there is an inevitable drop coming.  Those who fear a drop have basically two options: 1) stay the course; or 2) employ a strategy that will pay off if there is drop in the market. Today’s …

Is inflation a threat to my retirement?

Is Inflation a Threat?

There has been a lot of talk recently about inflation. How will inflation impact your retirement and are there steps you can take today to combat that risk? How to Listen to Today’s Episode Topics Discussed: Is Inflation a Threat? Historical inflation rates Recent inflation rates Different types of inflation Why inflation impacts some people …

How can I lower my taxes in retirement?

How to Lower Taxes in Retirement

It’s very possible to have a higher tax bill in retirement than you did as a working professional. However, there are steps you can take today to lower these retirement taxes. How to Listen to Today’s Episode Topics Discussed: How to Lower Taxes in Retirement Required Minimum Distributions (RMDs) Social Security Pensions Interest and Dividends …

Should I sell my stocks at a market high?

Should I Sell My Stocks?

The eleven-year bull market has prompted many investors to wonder if now is a good time to sell stocks. That is precisely the question we will tackle in this episode. How to Listen to Today’s Episode Topics Discussed: Should You Sell Your Stocks? The odds of the stock market being positive or negative over a …

What is a good order of accounts when investing?

Order of Accounts When Investing for Retirement

How to Listen to Today’s Episode Topics Discussed: What accounts should you fund first when saving for retirement? The first account that often comes to mind when thinking about saving for retirement is a 401(k) or an IRA. These are great accounts, but they might not be the first place you should invest your savings. …

Why invest in international stocks?

Why Invest In International Stocks?

How to Listen to Today’s Episode Topics Discussed: Why Invest In International Stocks? Why invest in international stocks, even though they underperform U.S. stocks in some years. How much should a person allocate to international stocks? What is the best way to add international stocks to a portfolio? Resources Asset class returns used in the …

Retirement Investing Mistakes

Three Mistakes When Investing For Retirement

How to Listen to Today’s Episode Topics Discussed: Mistakes When Investing For Retirement In this episode we talk about mistakes when investing for retirement that people commonly make, and what you can do to avoid those mistakes. Mistake number one: people tend to be too active with their investments. According to a study by DALBAR, …

Why invest in the stock market if you might lose money?

Why Invest in the Stock Market If You Might Lose Money?

How to Listen to Today’s Episode Topics Discussed: Why Invest In the Stock Market? In this episode we talk about why we invest in the stock market even though there is the risk of losing money. Specifically we address: What does the history of the stock market have to teach us about investing and down …

Traditional IRA or a Roth IRA for Retirement

Traditional IRA vs Roth IRA For Retirement. Which Is Better?

How to Listen to Today’s Episode Topics Discussed: Traditional IRA vs Roth IRA In this episode we tackle the persistent, and sometimes heated, debate about which retirement account is better: Traditional IRA vs Roth IRA. Topics we cover include: The main differences between Roth IRA accounts and Traditional IRA accounts The main differences between Roth …

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