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Your Retirement Blueprint with Michael

Your Retirement Blueprint with Michael

De: Greywell Wealth Group
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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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Episodios
  • 21 - When Should You Claim Social Security? Smart Timing Strategies for Maximizing Retirement Income

    21 - When Should You Claim Social Security? Smart Timing Strategies for Maximizing Retirement Income
    Dec 20 2025

    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 dramatically impact your lifetime income. You’ll learn the key factors that determine your ideal claiming age—health, longevity, taxes, spousal benefits, and income sources—plus strategies to maximize benefits and reduce taxes. If you want clarity, confidence, and a personalized Social Security plan, this episode shows you why working with a financial planner can make all the difference.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
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    8 m
  • 20 - What To Do When You Receive an Inheritance: Tax Rules, Smart Strategies, and Expert Guidance

    20 - What To Do When You Receive an Inheritance: Tax Rules, Smart Strategies, and Expert Guidance
    Dec 18 2025

    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 how different assets are taxed, the rules for inherited IRAs, the benefits of the step‑up in basis, and smart strategies for using your inheritance to strengthen your long‑term financial plan. Whether you’ve inherited cash, real estate, investments, or retirement accounts, you’ll learn how to avoid costly mistakes, reduce taxes, and make confident decisions that honor your loved one’s legacy. A must‑listen for anyone looking for expert inheritance planning guidance and long‑term financial clarity.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
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    11 m
  • 19 - “Retirement Readiness Checklist: Income, Taxes, Healthcare & Lifestyle Planning

    19 - “Retirement Readiness Checklist: Income, Taxes, Healthcare & Lifestyle Planning
    Dec 14 2025

    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 maximizing Social Security benefits to managing healthcare costs, taxes, and investment strategies. Learn how to avoid costly mistakes with RMDs, create a tax‑efficient withdrawal plan, and prepare for longevity risk. Whether you’re 10–15 years away or approaching retirement now, this guide will help you build confidence, clarity, and a secure financial future.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
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    9 m
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