Glad You Asked
Mike McCulloch, CFP®

Build financial confidence for a retirement full of discovery.

Glad You Asked delivers clear, practical financial education to help travel-minded retirees feel confident using their money to live the life they desire.

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Mike McCulloch, CFP® - retirement financial planning and travel-focused education
Mike McCulloch with family and dog

As seen in

As seen in
Why Glad You Asked exists

A moment I never wanted to repeat.

I once talked with a retired investor who told me that only after taking his required minimum distribution from his IRA did he realize he could have given that money to charity tax-free. He was already donating from his bank account, which wasn't tax-efficient.

I never wanted to hear that again. I created Glad You Asked so investors can build a stronger grasp of financial concepts, understand how legislation and other changes could impact them or their families, and make smarter choices, including how to travel and actually enjoy the time while you're there.

My goal is to help lead a mindset shift: your financial advisor isn’t only there to focus on how much money you can live on, but to help you gain the confidence and understanding needed to live a more fulfilling life in retirement.

About

Mike McCulloch, CFP®

Mike is an Investment Advisor and a CERTIFIED FINANCIAL PLANNER® professional. He holds the Accredited Investment Fiduciary™ designation and a bachelor’s degree in International Affairs from Lafayette College. Additionally, he is a graduate of the Securities Industry Institute®, an executive education program at the Wharton School of the University of Pennsylvania.

Before working as an Investment Advisor, Mike managed technology projects in New York City and worked on international initiatives for Sesame Street in New York and New Delhi, India. Outside of work, he enjoys road biking and traveling.

Mike serves as a board member of the Salem Community Center and Mobile Meals of Salem. He also volunteers with the Unlocking Potential Mentoring Program, serving as a mentor to a local fifth- or sixth-grade student.