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The MILES Financial Show

The MILES Financial Show

De : Billie Miles
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Offres de saison | 0,99 € par mois pendant les 3 premiers mois

5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.
Billie Miles is the Founder and Chief Executive Officer of Miles Financial Group, a Southern California-based financial planning firm specializing in retirement income strategies, tax-efficient planning, and wealth preservation. For more than two decades, Billie has served as a trusted guide for individuals and families who want to grow, protect, and preserve what they have spent a lifetime building. His philosophy centers on helping clients achieve a “just because” retirement, not a “just-in-case” one.

Billie specializes in holistic retirement planning, with a focus on asset protection, tax-efficient strategies, and the creation of predictable, reliable income that clients can depend on throughout retirement. His approach simplifies complexity by aligning all aspects of financial life, so clients can move forward with clarity, confidence, and a plan that supports both their lifestyle and their legacy.

He is the host of The Miles Financial Show, one of the longest-running retirement planning radio shows in California, where he has spent more than a decade educating listeners on how to reduce risk, minimize taxes, and make smarter financial decisions. Through the show and his live events, Billie has become a trusted voice in retirement planning across the region.

Billie holds a Bachelor of Science in Marketing Management and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is currently a Doctor of Business Administration candidate in Organizational Leadership, further advancing his expertise in leadership, strategy, and organizational development.

In addition to his academic background, Billie holds the CHFC®, CRPC™, and SE-AWMA® financial designations, reflecting his commitment to ongoing education and delivering sophisticated planning strategies to his clients.

Through his work at Miles Financial Group, Billie serves families both locally and nationwide, supported by multi-state licensing and a coordinated planning team.

Outside of the office, Billie values faith, family, and community. He resides in Southern California with his wife and children and enjoys coaching youth sports and spending quality time with his family.Miles Financial Group Economie Finances privées Management Management et direction
Épisodes
  • Income vs. If-Come

    Income vs. If-Come
    Sep 4 2026
    Billie and Mark Elliott build this conversation around a piece of wordplay: the difference between income, money you can count on arriving every month, and what Billie calls if-come, money that's only there if the market cooperates. They talk through why the question isn't just what kind of financial professional you want but what you want them to do with your money, why the priority shifts from rate of return to reliable income as retirement nears, and how a bad sequence of returns early in retirement can force people back to work.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
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    25 min
  • The Cost No One Plans For

    The Cost No One Plans For
    Sep 4 2026
    Billie and Mark Elliott tackle one of the largest and least-planned-for costs in retirement: health care and long-term care. They walk through why these expenses catch people off guard, why relying on Medicare alone leaves gaps, and how newer approaches to long-term-care planning differ from the traditional "use it or lose it" policies people remember. The throughline is the same as the rest of the series, building a plan that holds up regardless of what happens, rather than hoping the need never comes.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
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    25 min
  • The Tax Freight Train

    The Tax Freight Train
    Sep 4 2026
    Billie and Mark Elliott take on a part of retirement most people underestimate: taxes. The common assumption is that you'll be in a lower bracket once you retire, but between tax-deferred accounts, future rate changes, and required withdrawals, Billie argues the bill can be bigger than expected. They walk through why the years around retirement can be a window to convert tax-deferred savings to Roth, the trade-offs of paying tax now versus later, and why a tax strategy belongs alongside your income and investment plans rather than as an afterthought.

    About the show

    The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning.

    Connect with us

    To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM.

    Peace of Mind for the Miles Ahead.

    Disclosures

    Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.
    Afficher plus Afficher moins
    25 min
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