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Your Retirement Blueprint with Michael

Your Retirement Blueprint with Michael

Von: Greywell Wealth Group
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Your Retirement Blueprint with Michael is a podcast about holistic financial planning that helps listeners align money with life goals. Michael explores different topics of your financial plan such as retirement planning, tax, insurance, cashflow, and the behavioral choices that shape long-term outcomes. Each episode combines practical guidance and a planning-first approach so you can feel confident about your future.

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  • 22 - Ultimate Financial Guide for Freelancers: Taxes, Retirement, and Smart Money Systems

    22 - Ultimate Financial Guide for Freelancers: Taxes, Retirement, and Smart Money Systems
    Dec 22 2025

    Unlock the financial strategies every freelancer and gig worker needs to thrive. In this episode, Certified Financial Planner Michael breaks down the essentials of managing irregular income, estimating quarterly taxes, maximizing deductions, choosing the right business structure, and building long‑term wealth without a traditional employer plan. You’ll learn how to navigate self‑employment taxes, optimize retirement accounts like Solo 401(k)s and SEP IRAs, protect yourself with the right insurance, and create a cash‑flow system that supports both your lifestyle and your goals.

    Whether you're a creative, consultant, or gig‑economy professional, this episode gives you the clarity and confidence to take control of your money and build lasting financial stability. Perfect for freelancers looking for expert guidance, smarter tax planning, and a long‑term financial partner.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
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    11 Min.
  • 21 - When Should You Claim Social Security? Smart Timing Strategies for Maximizing Retirement Income

    21 - When Should You Claim Social Security? Smart Timing Strategies for Maximizing Retirement Income
    Dec 20 2025

    Unlock the best time to claim Social Security and avoid costly mistakes. In this episode, Certified Financial Planner Michael breaks down how claiming at 62, full retirement age, or 70 can dramatically impact your lifetime income. You’ll learn the key factors that determine your ideal claiming age—health, longevity, taxes, spousal benefits, and income sources—plus strategies to maximize benefits and reduce taxes. If you want clarity, confidence, and a personalized Social Security plan, this episode shows you why working with a financial planner can make all the difference.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
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    8 Min.
  • 20 - What To Do When You Receive an Inheritance: Tax Rules, Smart Strategies, and Expert Guidance

    20 - What To Do When You Receive an Inheritance: Tax Rules, Smart Strategies, and Expert Guidance
    Dec 18 2025

    Navigating an inheritance can feel overwhelming — emotionally and financially. In this episode, Certified Financial Planner Michael breaks down what to do when you receive an inheritance, including how different assets are taxed, the rules for inherited IRAs, the benefits of the step‑up in basis, and smart strategies for using your inheritance to strengthen your long‑term financial plan. Whether you’ve inherited cash, real estate, investments, or retirement accounts, you’ll learn how to avoid costly mistakes, reduce taxes, and make confident decisions that honor your loved one’s legacy. A must‑listen for anyone looking for expert inheritance planning guidance and long‑term financial clarity.

    Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
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    11 Min.
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