Invest Well Show

Michael breaks down how inflation, losses, and taxes are fundamental risks to your wealth and some tips on how to be intentional in your financial planning. 

Special guest Dalton Helvey of US Private Wealth joins Michael to discuss four keys for selecting the financial advice that best. suits. you!

On today's episode, Michael breaks down the importance of having a diversified portfolio and the need to invest outside the stock market. 

On today's show, Michael dives in to the differences between non-qualified and qualified money, mainly that one may save you more money in the long run. Although this does not substitute for financial consulting, Michael provides a quick break down and general analysis on the benefits and potential dangers of building up qualified money. 

In today's episode, special guest Dalton Helvey from U.S. Private Wealth joins Michael to discuss market trends and the likelihood of a sell off this summer. You won't want to miss this exclusive guest episode!

Just like walking through clear ocean water, having a clear understanding and lens on your investments brings confidence in your decisions! On today's episode, Michael gives you some questions you should ask yourself to be intentional about your financial decisions with three specific keys to bring clarity to your investments.  

In today's episode, Michael encourages investors and individuals to consider their advice from their own specific life circumstances. No matter the advice, it has to come with your current life stage in mind. Michael discusses two main stages - the accumulation and retirement stage - that each have different goals, purposes, and habits, and each require a specific kind of advice and lens when manages your finances!

Michael explains a new tax the government is considering introducing. Listen as Michael explains the ins-and-outs of the tax, and some ways to protect your investments if it passes.