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WEBINAR: Market Volatility
Last week, Michael was able to talk with clients about recent market volatility. He discussed the recent market selloff, a quick...
Mike Brown


The Package
It’s springtime in St. Louis, and like so many of my neighbors, my sinuses are paying the price. And while we’re airing grievances, let...
Mike Brown


Wealth and Wisdom: Week of April 14, 2025
I’m reluctant to talk about anything in the news anymore, knowing that by the time this weekly newsletter gets to you each Monday,...
Mike Brown


Help Me Retire Podcast - Episode 18
Creating your legacy Show notes: This is the Help Me Retire Podcast… with your host… Mike Brown… Senior Wealth Advisor with Raymond...
Mike Brown


MARCH WEBINAR: How Tax Planning Changes Through Four Stages of Retirement
People often pay more taxes in retirement than expected because of a confusing system that treats various income types differently and...
Mike Brown


Wealth and Wisdom: Week of April 7, 2025
While tariffs have dominated the headlines of late, several other issues have now entered the debate – further confusing taxpayers,...
Mike Brown


Clever ways to save more for retirement
If you want to make your life better, sometimes you just have to outsmart yourself. You know you should be putting away money for...
Mike Brown


Wealth and Wisdom: Week of March 31, 2025
And so ends March – and the first quarter of what may turn out to be one of the most tumultuous years in memory. The average American is...
Mike Brown


Help Me Retire Podcast - Episode 17
Reducing taxes in retirement Show notes: This is the Help Me Retire Podcast… with your host… Mike Brown… Senior Wealth Advisor with...
Mike Brown


Wealth and Wisdom: Week of March 24, 2025
I feel like we’re going to be hearing a lot about Social Security in the coming months. Elon Musk and his Department of Government...
Mike Brown


Prepare to be surprised
At the risk of understating the obvious, these are uncertain times. Surprise and drama are the order of the day in our nation’s capital....
Mike Brown


Wealth and Wisdom: Week of March 17, 2025
When I wrote this – late last week – the Nasdaq was already in correction territory, while the Dow and S&P 500 sat perched on the...
Mike Brown


Help Me Retire Podcast - Episode 16
Protecting your wealth, health, and privacy Show notes: This is the Help Me Retire Podcast… with your host… Mike Brown… Senior Wealth...
Mike Brown


Wealth and Wisdom: Week of March 10, 2025
The drama in Washington continues – a trade war with American allies, massive government layoffs, the threat of a shutdown, a nasty spat...
Mike Brown


WEBINAR: What's New with Social Security?
In our February webinar, Mike discusses changes to Social Security for 2025. He covers the cost-of-living adjustment, earnings test,...
Mike Brown


Wealth and Wisdom: Week of March 3, 2025
Responses are still coming in, but I have some preliminary results from our unofficial poll last week on the so-called “four-percent...
Mike Brown


Help Me Retire Podcast - Episode 15
How to invest in retirement Show notes: This is the Help Me Retire Podcast… with your host… Mike Brown… Senior Wealth Advisor with...
Mike Brown


Wealth and Wisdom: Week of February 24, 2025
The so-called “4-Percent Rule” is among the best known rules of thumb in personal finance. It guides investors in determining how much...
Mike Brown


Fool's gold
Gold prices recently hit a record-high spot price of $2,500 per troy ounce. That means a standard gold bar weighing 400 ounces is now...
Mike Brown


Wealth and Wisdom: Week of February 17, 2025
The latest inflation numbers came in hot last week, which will make it very difficult to justify further interest rate cuts – even though...
Mike Brown
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