Mile High Retirement

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Mile High Retirement is a discussion surrounding innovative financial strategies that help result in financial health. Mike and Colby specialize in designing retirement and executive benefit programs that address the unique needs of their clients.

Michael Valenta

Jul 12, 2021 LATEST EPISODE
every other week NEW EPISODES
10m AVG DURATION
57 EPISODES

uncle sam roth

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Latest episodes from Mile High Retirement

Ep 58: Why We Should ALL Celebrate “Bobby Bonilla” Day

Play Episode Listen Later Jul 12, 2021 10:50

Learn how to create consistent retirement income. Visit www.valentacapital.com

Ep 57: “Move To Another State” Is Not Your Only Option

Play Episode Listen Later Jun 28, 2021 9:54

Does your financial plan INCLUDE a tax plan? Visit www.valentacapital.com

Ep 56: Be A Coyote

Play Episode Listen Later Jun 21, 2021 10:50

Don't give up on your retirement plan. Visit www.valentacapital.com.

Ep 55: The 4% Rule Is Out, And Retroactive Tax Hikes May Be In

Play Episode Listen Later Jun 14, 2021 10:57

Make sure your money will last. Visit www.valentacapital.com.

Ep 54: What Is Your Retirement “Income Gap”

Play Episode Listen Later Jun 7, 2021 10:19

Ep 53: So Many Retirement Account Options, Which One Is The BEST

Play Episode Listen Later May 31, 2021 12:52

Learn more about your options at www.valentacapital.com

Ep 49: Everyone USED To Say “Save In A 401(k)!”…But Now Is It Just A “Ticking Tax Bomb?“

Play Episode Listen Later Apr 26, 2021 11:31

Ep 48: Financial Advisors Are Only For The Rich, And The Rich Can’t Use Roth’s… Right?

Play Episode Listen Later Apr 19, 2021 9:58

Ep 47: The Downside To Making Too Much In The Market & Can You Control The Quality Of Your Retirement

Play Episode Listen Later Apr 12, 2021 11:47

Ep 46: “Predicting Rain Doesn’t Count, Building An Ark Does”

Play Episode Listen Later Mar 29, 2021 10:43

Ep 45: Money Can’t Buy Happiness, But Neither Can A Limited Income

Play Episode Listen Later Mar 22, 2021 13:29

Ep 44: The Idea Of Retirement Is As Stressful As The Idea of Going To Jail?

Play Episode Listen Later Mar 15, 2021 11:37

Ep 43: The Leakage Problem In Our 401(k)s, And “Winging It” In Retirement

Play Episode Listen Later Mar 8, 2021 10:42

Ep 42: Is Retirement Overrated, And 3 Factors To Consider To Find Your “Ideal” Retirement Age

Play Episode Listen Later Mar 1, 2021 11:29

Ep 41: The Complications Of Committing FINANCIAL Infidelity, And Is It Always Good To Invest In the Company 401(k)?

Play Episode Listen Later Feb 15, 2021 15:41

Ep 40: Is $10,000 TOO Much For Just One Football Ticket? Maybe…Maybe Not!

Play Episode Listen Later Feb 8, 2021 11:20

Ep 39: What Hank Aaron’s Home Run Record And Your Retirement Goals Have In Common

Play Episode Listen Later Feb 1, 2021 11:45

Ep 38: “Plans Are Worthless, But Planning Is Indispensable”

Play Episode Listen Later Jan 25, 2021 10:23

Ep 37: Market Predictions Are Even Better For 2021, Shouldn’t We All Be “All In” In The Market?

Play Episode Listen Later Jan 18, 2021 11:18

Ep 36: The Key To Your Retirement Success Starts With Having This One KEY Item

Play Episode Listen Later Jan 11, 2021 11:00

Ep 35: Wondering When You Can Finally Retire? The Answer Starts By Knowing These 3 Things

Play Episode Listen Later Dec 21, 2020 10:46

Ep 34: Despite The Wild Market Ride Of 2020, Experts Say They’re Financially Optimistic For The New Year

Play Episode Listen Later Dec 14, 2020 9:26

Ep 33: Do Your Retirement Expectations Align With Your Retirement Budget?

Play Episode Listen Later Dec 7, 2020 10:21

Ep 32: Many States Charge Sales Tax On Snickers But NOT Kit Kat Because…Taxes Are CONFUSING, How Does It Relate To Your Retirement? Plus, Creating Guaranteed Income

Play Episode Listen Later Nov 23, 2020 10:14

Ep 31: Should Election Results Have Influence On How You Invest, Plus How To Handle Future Unexpected Events

Play Episode Listen Later Nov 16, 2020 10:49

Ep 30: Don’t Wait On This Kind Of Year End Planning, How To Get Started

Play Episode Listen Later Nov 9, 2020 11:39

Ep 28: If You’re Retiring Soon, Is It Too Late To Talk About A Tax Strategy? Plus, The Rules Of Roth’s That Are Confusing And Costly

Play Episode Listen Later Oct 26, 2020 11:01

Ep 27: After The Pandemic, Is It Too Risky To Seek New Investment Possibilities? And The Benefit Of Running A Monte Carlo Simulation

Play Episode Listen Later Oct 19, 2020 11:44

Ep 26: Can You Benefit From A Roth Conversion If You Have 20 Years’ Of Contributions In A Traditional Account? Plus, Why You Need A “Margin Of Safety”

Play Episode Listen Later Oct 12, 2020 10:42

Ep 25: Your Company Is Offering A Pension Buyout – Should You Take It? And Why Some Say Investing In A 401(k) Is No Longer Beneficial

Play Episode Listen Later Oct 5, 2020 9:08

Ep 24: The INFURIATING Way The Government Can Take A Big Chunk Of The Money You Plan To Leave To Your Loved Ones, And What You Can Do About It

Play Episode Listen Later Sep 28, 2020 10:10

Ep 23: Economists Say THIS Is One Of The Most Under Utilized Tools Among Retirement Planners, And How To Insulate Against Inflation

Play Episode Listen Later Sep 21, 2020 10:53

Ep 22: Is The Main Advantage To A 401(k) Going Away?

Play Episode Listen Later Sep 14, 2020 10:58

Ep 21: Which State Wants To Create A Tax That You Would Have To Pay, Even If You Moved To A DIFFERENT State?

Play Episode Listen Later Sep 8, 2020 7:37

Ep 20: Is Political Gridlock The Answer To Protecting Your Retirement Money, And Why The Withdrawal Order From Your Accounts Is SO Important

Play Episode Listen Later Aug 31, 2020 12:05

Ep 19: Why Your 401(k) Is Not Enough, And Other Retirement Rules You Might Not Know

Play Episode Listen Later Aug 24, 2020 9:27

Ep 18: How Soon Is Too Soon To Manage Retirement Taxes, And How A Proper Financial Plan Can Help Protect You Against Age Discrimination

Play Episode Listen Later Aug 17, 2020 11:22

Ep 17: Builders Are Not Just For Houses, They’re For Finances Too!... Plus, To Have A Nice Retirement You Need Multiples Of These

Play Episode Listen Later Aug 10, 2020 11:03

Ep 16: Throwing Out Old Rules Of Investing, And How You Can Get Taxed On Your Roth Money

Play Episode Listen Later Aug 3, 2020 8:59

A popular investing allocation rule is 60% stocks and 40% bonds... Some now say this rule should be thrown out, but Mike and Colby heed caution on taking blanket statement investment advice. Plus, how Uncle Sam can get his hands into your Roth 401(K).

roth uncle sam

Ep 15: What To Consider BEFORE Upping A 401(k) Contribution, Or Taking A Buyout Offer

Play Episode Listen Later Jul 27, 2020 7:39

The current economy has created a wide variety of financial choices. Some of us have opportunities to further invest in our company 401(k)’s… others are being offered buyout packages. Mike and Colby talk about the pros and cons of these situations and offer some suggestions on what you should consider before deciding.

Ep 14: Avoiding 401k Mistakes

Play Episode Listen Later Jul 7, 2020 10:45

Episode 13: Taking A Steady Paycheck In Retirement

Play Episode Listen Later Jul 1, 2020 8:33

Episode 12: Is Having A Tax Plan The Secret Of The Rich?

Play Episode Listen Later Jun 24, 2020 13:33

Episode 11: Transitioning From Work to Retirement

Play Episode Listen Later Jun 24, 2020 12:14

Episode 10: The Corporation of You

Play Episode Listen Later Jun 12, 2020 5:35

Episode 9: Has Your Advisor Contacted You During the Downturn?

Play Episode Listen Later Jun 12, 2020 9:37

Episode 8: What Not To Do During A Market Downturn

Play Episode Listen Later Jun 12, 2020 10:20

Episode 7: Pension Options and Questions

Play Episode Listen Later May 8, 2020 9:17

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