We help people who are drowning in the details of life to create simple systems so they can do what matters most! (Come learn how to build a STEP Command Central and get totally out of the overwhelm...)
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Lifeplanning Podcasts
Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
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The Physician Philosopher Podcast was created to help empower doctors to create a life they love. Join in as we dive into all things physician coaching in mindset, money, and life. Start before you're ready; Start By Starting; Start Now. To book a coaching consult with Jimmy for the Alpha Coaching Experience, click here-- thephysicianphilosopher.com/consult To sign up for the Medical Degree Financial University visit: https://thephysicianphilosopher.com/mdfu
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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
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Independent Financial Advice - Words of Wisdom and Guidance
Interface Financial Planning & Alan Moran
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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Join Rob Wolf on the 'Wolf Financial Podcast' as he delves into the world of finance, showcasing the powerful partnership between financial advisors and featured charities each month. In each episode, you'll uncover innovative financial strategies, explore the impact of philanthropy, and see how financial expertise can drive meaningful change in communities. Robert Wolf, James Koenig, Sara Wolf, and Michael Rock are investment advisor representatives of, and securities and advisory services ...
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The Market Crash Everyone Predicts—But Few Prepare For
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15:58
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15:58What if the next market crash isn’t the real story—your reaction to it is? Mike Douglas breaks down why predictions of an inevitable downturn miss the point and why retirees should focus instead on balancing growth, income needs, and risk. He explains how fear, FOMO, and uncertainty can push investors into extremes, and why having both an up‑market…
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The Retirement Conversation You Didn’t Know You Needed
15:14
15:14
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15:14What if the biggest surprise in retirement isn’t financial at all—but discovering something new about the person you’ve shared your life with? In this episode, Mike Douglas explores how unexpected preferences, unspoken concerns, and shifting priorities often surface when couples start planning for retirement. Through real stories and relatable humo…
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Are Your Retirement Fears Quietly Costing You?
36:25
36:25
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36:25What happens when smart retirement decisions collide with real‑life fears? This episode from this past weekend’s radio show dives into the tension between tax strategy, Social Security timing, and the emotional roadblocks that keep retirees from spending confidently. Mike Douglas breaks down why withdrawal plans matter, how long‑term tax thinking c…
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Tax Prep vs. Tax Planning: What’s Costing You?
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14:02Are you just prepping for taxes, or actually planning for them? Mike Douglas breaks down the crucial difference between tax prep and tax planning, revealing how a forward-thinking strategy can help you keep more of your hard-earned money. Learn why integrating your financial, tax, and estate plans matters—and how avoiding siloed advice can make a r…
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The Paris Heist and Your Retirement: Are You Making Costly Mistakes?
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55:32
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55:32What do a Paris jewelry heist and your retirement plan have in common? This episode reveals how simple mistakes—like weak passwords or one-dimensional financial strategies—can leave you vulnerable. Mike Douglas shares real stories and practical tips on diversifying your retirement plan, managing taxes, and building a life that goes beyond spreadshe…
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Beyond Simple: The Hidden Risks in Your Retirement Plan
15:48
15:48
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15:48What do the Louvre heist and your retirement plan have in common? Sometimes, simple solutions leave you exposed. Mike Douglas unpacks the most common financial mistakes retirees make, from relying on one “bucket” of money to ignoring taxes, inflation, and family preparedness. Learn why a purposeful, diversified strategy is key to protecting your we…
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A Decade of STEP: Emily's Inspiring Command Central Journey [Episode 310]
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45:30After more than a decade with the STEP system, Emily shares how shifting from paper to digital tools, daily processing, and 10-minute microbursts transformed her productivity and brought a new sense of calm to her home. For the written version and related links, please visit https://LearnDoBecome.com/Episode310 Join us for our Free training, "How t…
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Is Your Retirement Coach Stuck in the Past?
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21:11Is your retirement plan running on a playbook from a decade ago? Mike Douglas tackles why sticking to outdated strategies can cost you, the importance of proactive tax planning, and how building multiple income streams can protect your financial future. Hear real stories of retirees who revamped their approach and gained confidence in uncertain tim…
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The Inheritance Conversation: Why Silence Isn’t Golden
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9:11What happens when families avoid talking about inheritance? Mike Doulgas dives into the real-life drama of legacy planning, revealing why open conversations and financial education are crucial for preserving your legacy. Hear how secrecy can spark family conflict—and learn strategies to help your wealth last for generations. Schedule your complimen…
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Customizing STEP: Yaisa's Real-Life Transformation [Episode 309]
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47:18Discover how Yaisa used the STEP Program and a Command Central to regain her peace, navigate a demanding job, and even manage a family medical crisis--all by creating a trusted system she could rely on. Her story highlights the power of customizing STEP to fit your unique life. For the written version and related links, please visit https://LearnDo…
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From Saver to Spender: Seven Steps to Enjoy Your Retirement
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16:20Are you letting “spendophobia” steal your retirement joy? Certified financial planner Mike Douglas shares seven practical steps to overcome the fear of spending, from building a detailed financial plan to understanding the real purpose of money. Explore how mindset, habits, and life experiences shape your approach to retirement, and learn strategie…
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5 Ways I Am Simplifying the Holidays with STEP This Year [Episode 308]
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24:45In this episode, Alia walks through five ways she is using STEP principles to create a calm and meaningful holiday season. She shares how she has streamlined routines and planned ahead so that nothing feels overwhelming. And the best part? You can adapt any of these ideas to fit your own stage of life and holidays that you're celebrating! For the w…
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Spendophobia: Breaking Free from Retirement’s Biggest Fear
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29:51
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29:51Are you ready to flip decades of saving into a life of spending—without regret? This weekend's radio show dives into “spendophobia,” the fear that keeps retirees from enjoying their hard-earned savings. Hear practical strategies, real-life stories, and how to transition from saver to spender, overcome scarcity mindsets, and make your retirement tru…
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Five 401k Changes That Could Upend Your Retirement Plan
21:38
21:38
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21:38What if the next big shift in your 401k isn’t on your radar? Mike Douglas breaks down five proposed changes that could reshape how you save for retirement—from caregiver credits and automated annuities to new rules on withdrawals and expanded plan access. Explore the pros, cons, and real-life implications of these ideas, plus practical tips for rev…
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Chili Cook-Offs & Retirement: Why Shortcuts Don’t Work With Your Money
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31:03What can a chili cook-off teach you about retirement planning? This past weekend’s show explores why shortcuts might work in the kitchen but can backfire with your finances. Mike Douglas shares real stories about RMDs, Roth conversions, and the importance of building a plan that fits your life—not someone else’s recipe. Plus, hear cautionary tales …
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Is Your Retirement Plan Missing Its Most Important Investment?
17:20
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17:20What does it really mean to “invest in yourself” as you approach retirement? This episode explores how taking ownership—like Sarah Blakely did with Spanx—can transform your financial future and your sense of purpose. Mike Douglas discusses why knowing who you are, what you want, and how you want to live matters as much as the numbers. Discover the …
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Is Your Retirement Plan Too Dependent on Superstars?
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19:52Is your retirement plan built to weather the chaos of year-end and market swings? This past weekend’s radio show explores why balance—not bold moves—wins in retirement, especially as interest rates shift and tech stocks dominate headlines. Mike Douglas breaks down the pitfalls of chasing trends, the importance of income security, and how to diversi…
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Building Courage to Begin Again [Episode 307]
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21:22
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21:22Starting over isn't easy, but it can lead to something beautiful. (And it's worth it!) If you're in a time of transition, join us for real stories and practical tools to help you rebuild hope, get out of overwhelm, and move forward with confidence. So glad you are here! For the written version and related links, please visit https://LearnDoBecome.c…
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Three Steps to Survive an Unplanned Career Exit
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14:40What would you do if an unexpected job loss forced you into early retirement? Mike Douglas explores real stories and practical strategies for navigating sudden career changes five to ten years from retirement. Learn how to assess your financial needs, build a safety net, evaluate exit options, and keep your skills sharp to stay marketable in a rapi…
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Send us a text In this episode of The Wolf Financial Podcast, host Rob Wolf sits down with PJ Sando, Director of Restoration House, to explore the powerful journey from personal struggle to purposeful leadership. PJ opens up about his own battle with addiction and how his recovery experience has shaped his mission to help others find hope and heali…
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Is Your Retirement Really Safe? The Hidden Risks Revealed
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30:37Is your retirement plan truly bulletproof, or are hidden risks lurking beneath the surface? In this episode from this past weekend’s radio show, Mike Douglas dives into the realities of market cycles, tax strategies, and the crucial decisions facing retirees. Hear real stories of families navigating income planning, annuities, and the complexities …
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Real Life, Real Change: A Journey to an Organized, Peaceful Home - with Aimee Ferre [Episode 306]
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55:48In this inspiring episode, Coach Jill chats with Aimee, a member of our community who turned chaos into calm through the STEP (Steps to Everyday Productivity) program. Aimee shares how decluttering her home led to deeper peace, stronger relationships, and a renewed sense of purpose. This episode is proof that when you make space in your life, amazi…
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Year-End Rush: Are Your Finances Ready for the Finish Line?
17:01
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17:01Why does the end of the year always feel like a race against the clock—and what does that mean for your finances? Mike Douglas dives into the essential year-end financial checklist, from maximizing retirement contributions and health savings accounts to the power of quarterly goals and charitable giving. Discover practical strategies to declutter y…
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Holiday Travel & Family Life | Stock Market Warning Signs | Building a Retirement Income Strategy
32:28
32:28
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32:28Is your financial future ready for the unexpected? This episode kicks off with real-life stories of holiday travel and family hustle, then Mike Douglas dives into Warren Buffett’s market red flags and the risks facing today’s investors. Discover how to build a retirement income strategy that weathers market storms, tackles taxes, and keeps your lif…
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Retirement Clickbait: Seven Moves That Could Wreck Your Future
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13:56
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13:56Are you falling for retirement clickbait that could sabotage your future? This episode unpacks seven common moves that threaten your nest egg, from mistaking your 401k for a plan to overlooking hidden fees and home equity. Mike Douglas breaks down what really matters for retirement success, emphasizing strategy, education, and avoiding blanket advi…
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Tax Planning That Saves Your Nest Egg | Spending Strategies for a Fulfilling Retirement | Life Insurance Beyond the Basics
28:06
28:06
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28:06Think taxes are your biggest retirement risk? Discover how smart tax planning can preserve your savings, why most retirees struggle to spend confidently, and how life insurance can do more than just cover emergencies. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagra…
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How to Serve Right Where You Are…and Beyond — with One of My Heroes, Sharon Eubank [Episode 305]
55:54
55:54
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55:54Have you ever wondered about the BEST way to serve? Maybe you feel like your efforts fall flat or they just aren't "enough," or maybe you feel like the things you do don't make that much of a difference? Join us for this delightful, informative, and life-shaping interview with Sharon Eubank, author of the fantastic book, Doing Small Things with Gre…
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401k Revolution: What Alternative Investments Mean for You
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14:45
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14:45Are you ready for the 401k revolution? Mike Douglas unpacks the upcoming changes that will let everyday investors access alternative investments like hedge funds and private equity. Discover why diversification is both an opportunity and a risk, and learn the pitfalls of over-investing or misunderstanding complex options. With real-world analogies …
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Holiday Planning & Retirement Confidence | The Three Worlds of Money: Wall Street, Banks, Insurance | Tax Loss Harvesting Secrets
31:27
31:27
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31:27Confused by all the retirement advice out there? Mike Douglas kicks off with holiday planning and family milestones, then dives into the “three worlds of money”—Wall Street, banks, and insurance—and unpacks how tax loss harvesting can help balance your financial future. Get clear, practical insights to help you navigate retirement choices and avoid…
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Why Your Retirement Plan Needs More Than a Spreadsheet
11:17
11:17
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11:17By Mike Douglas
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Retirement Planning Feels Like “New Math” | Social Security & RMD Rule Changes | Personalized Advice vs. Big-Box Firms
29:55
29:55
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29:55Feeling lost in a maze of new retirement rules? Mike Douglas dives into why planning for retirement now feels like learning “new math,” explores the latest changes to Social Security and RMDs, and reveals how personalized advice can make all the difference compared to generic big-box solutions. Discover real stories of Michigan retirees navigating …
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Social Security Shake-Up: What’s Your Backup Plan?
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15:01Is Social Security really running out of money—and what can you do about it? Certified financial planner Mike Douglas breaks down the latest headlines, explains why relying on a single income stream is risky, and shares practical strategies for building a resilient retirement plan. Learn how to diversify your income, optimize taxes, and stay proact…
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Retirement Headlines: Fact, Fear, or Fiction?
32:05
32:05
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32:05Are financial headlines making you anxious about retirement? Michigan’s Retirement Coach, Mike Douglas, reveals how to cut through market noise and build a plan that brings confidence and clarity. From Fed rate drama to tax surprises, discover real stories and strategies for protecting income, managing risk, and minimizing taxes. Learn why a person…
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5 Encouraging Thoughts as You're Getting Organized [Episode 304]
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30:31
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30:31We have a huge, beautiful community here at LearnDoBecome who are working their way to a calm, organized life, and today I wanted to share some ideas that will hopefully offer support. There will always be something to file, a message to return, a mess to clean, etc. But I do believe each one of us can get to the point where we are at an organized …
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What’s the secret to a retirement plan that truly lasts? Certified financial planner Mike Douglas reveals five essential keys for building longevity into your finances and your life. From turning savings into a steady paycheck to spending with purpose and planning for life’s “what ifs,” this episode explores how shared values, smart tax strategies,…
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Retirement Tax Myths: Five Ways to Keep More of Your Money
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16:19
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16:19Think taxes end when you retire? Think again! Certified financial planner Mike Douglas breaks down the five reasons every retiree needs a tax advisor. From understanding how retirement income is taxed to timing your withdrawals, using tax-loss harvesting, protecting your legacy, and leveraging a virtual family office, this episode reveals strategie…
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