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Papa Wealth Radio

Papa Wealth Radio

De: Mike Papa
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Mike Papa’s passion as a fiduciary financial advisor is helping those who’ve worked hard their entire life thrive financially. He believes building holistic financial plans for families is the best way to help them accomplish their goals. Whether it's a question about 401(k)s, Roths, estate planning, taxes and more, Mike is here to be a retirement resource for you. Listen each week as he simplifies the latest financial news to help you find the right opportunities for your dollars and cents.

 

Mike Papa is a registered representative of, and offers securities through Spire Securities, LLC, member FINRA and SIPC.  Mike Papa is an investment adviser representative of Spire Wealth Management, an SEC registered investment advisor. Spire Wealth Management and this station are not affiliated. The investment ideas and financial vehicles discuss here should not be considered personalized investment advice, nor are these recommendations to buy or sell any particular investment or product. The information should not be considered tax or legal advice. Individuals should first consult with the competent tax, legal, accounting, and other professionals regarding the applicability and suitability of any investment ideas. Past performance is not a guarantee of future results.

2023 Papa Wealth Management Desarrollo Personal Economía Finanzas Personales Gestión y Liderazgo Liderazgo Éxito Personal
Episodios
  • The War in Ukraine & What to Consider for Your Portfolio

    The War in Ukraine & What to Consider for Your Portfolio
    Mar 8 2022

    We’ve felt volatility for a while on Wall Street in reaction to the Fed, and now from the war in Ukraine. On this episode, Mike unwraps what to soon-to-be and current retirees should consider today, and for the future for your investment portfolio in our current economic enviroment. Plus, find out the changes some 401(k) savers are making to their workplace retirement accounts out of fear, and why it’s probably not a good idea for you.

    See omnystudio.com/listener for privacy information.
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    11 m
  • Bitcoin, Blockchain & Your Big Picture

    Bitcoin, Blockchain & Your Big Picture
    Feb 15 2022

    Bitcoin is one of the hottest investment topics. Those invested in the cryptocurrency are likely feeling down that prices are a lot lower than their all-time November highs. Since Mike gets a lot of questions about Bitcoin, he simplifies the asset class and discusses how those their 50’s and up should be thinking about blockchain technology. He’ll also discuss what could be the worst ways to draw income from your 401(k)s, IRA’s and Social Security when retired.

    See omnystudio.com/listener for privacy information.
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    9 m
  • Is $1 million Enough to Retire?

    Is $1 million Enough to Retire?
    Feb 8 2022

    It’s very common for Americans to feel they need $1 million to retire comfortably, and some believe that’s the magic number everyone needs to pull off a successful retirement. Mike explains why each family’s “number” is different, and why your lifestyle goals should be the primary focus. Plus, with Amazon Prime subscriptions rising, we reveal what costs to keep an eye on with your investment accounts, and why value is what matters most when it comes to fees. 

    See omnystudio.com/listener for privacy information.
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    8 m
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