Preserving Wealth Podcast

WITH MIKE MCCORMICK

Mike McCormick has been delivering financial advice over the air in southwest Montana for the past eight years.
It’s been a source of joy for Mike to dissect and relay timely economic concepts and concerns to a wide audience.
We’ve decided to make our own podcast, discussing topics that our listeners want to hear more of!

Preserving Your Wealth Morning Show on KMMSam

On Thursday mornings at 7am I join Tom and Shane on 1450am as a regular guest. This morning we did get political, just a bit! But then I brought things around and we had a great chat about how many bonds have a feature that allows them to terminate the contract and put the money back to you before the original term. Check it out!

Preserving your Wealth with Mike McCormick

Radio Show 10-3-2019. Every Thursday at 7am I join Tom and Shane of the KKMSam Morning Soapbox as we review current market events, take live calls, and talk about Financial Literacy.
In today’s show we covered a bit of it all. Check it out!

10 31 19 AM SHOW FINAL

KMMS Morning Soapbox with Tom and Shane.
We had some great calls on this show about financial planning and retirement distributions.
https://tomegelhoff.podbean.com/?fbcl…

2019-10-24 1450am Show

A fun show with several great listener questions. Thank you Tom and Shane for putting up with me!

10-3-2019 KMMSam

A short stop in with Tom and Shane of 1450am. Yes, we had a sell off, no, I’m not calling recession. After a short market update we get to answer some great questions from the listeners about impeachment worries, Elder Fraud, and where this trade mess will go.

MFA Radio Show 9-24-19 1450am

A great show today where we covered current events and how they impact your wallet. We specifically focused on using 1031 exchanges to improve cash flow in retirement.

09.19.19 Mike McCormick Live Talk Radio on 1450am

Mike is a regular guest on Bozeman’s 1450am KMMS. Today we had a great stream of listener questions ranging from Tariff’s effects, the Feds latest move, and if a Roth IRA is right for you. Tune in and let us know how you like it! Or better yet, call or text into the show.

Money Tip- What to do with an old retirement account

It is normal to have a few retirement accounts scattered throughout your life. They may be still with a former employer, or at a bank you once used. No matter where they are, listen in and let us help you come up with a strategy to simplify your financial life, and possibly enhance returns as well!

How to Choose a Financial Advisor

Are you interested, motivated, and able to handle your own financial situation? If not, then you may need to understand how to choose a financial advisor.

Preserving Your Wealth

WITH MIKE MCCORMICK

Mike McCormick has been delivering financial advice over the air in southwest Montana for the past eight years. It’s been a source of joy for Mike to dissect and relay timely economic concepts and concerns to a wide audience. We’ve decided to make our own podcast, discussing topics that our listeners want to hear more of!

February 2018 Letter to Clients

The selloff of Feb 2018 was the first significant down day for the stock market in seven years. But it’s not rising interest rates or inflation, or even tumbling stocks that caused me to write to clients. Here, I outline larger concerns that we make sure to incorporate into long-term values based fiduciary planning.

How to Handle Cyberthreat

Was the internet ever, truly secure? How we address Cyber Security is a rapidly changing task. We offer a few suggestions to help you build a lasting strategy to rest easy and handle a potential crisis.

Invest for Tax Efficiency

It’s not what you make, but what you keep. Being middle income these days can mean paying lifetime taxes to the tune of more than $1.4 Million! If you are looking for a good return on your invested capital, listen to the tactics in this podcast. Remember, Mike is not a tax advisor, so bring these ideas to your CPA!

Smartest Ways To Give To Charity

One of the greatest rewards of financial success is giving back to causes you believe in. Charitable giving from an estate can be accomplished in several tax efficient ways. We want to help you make sure that your giving plan has the maximum impact for you and the causes you support!

Allocating Your Money

Typical financial advice looks like 60% Stocks and 40% bonds. But in this podcast, we introduce a new way to look at what you own, why you own it AND how to organize your assets a way that makes sense at every point in your life.

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