Glad You Asked covers the financial topics that matter most in retirement: RMDs, tax-efficient withdrawals, Social Security, and how to actually spend your money on the travel and experiences you've been looking forward to.
A retired investor once told me he’d been donating from his bank account for years — not realizing he could have given directly from his IRA, tax-free. I never wanted to hear that again.
Glad You Asked exists so retirees understand the decisions that matter most: RMDs, QCDs, Social Security timing, tax-efficient withdrawals — and how to spend with confidence on the life they’ve worked toward.
Mike is a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary™. He is a graduate of the Securities Industry Institute® at the Wharton School and holds a degree in International Affairs from Lafayette College. Before advising, he managed technology projects in New York and worked on international initiatives for Sesame Street. Outside of work, he enjoys road biking and traveling.
