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The Savvy Investor Podcast

The Savvy Investor Podcast

De : Mike Canet
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The Savvy Investor Podcast is your one-stop shop for investors and retirees who want to level-up their retirement plans. Hosts Mike Canet and Ryan Herbert are independent financial advisors with decades of experience. They tackle the tough financial issues that matter most to you, from saving for retirement to reducing taxes.

Whether you're just starting out or you're a seasoned investor, The Savvy Investor Podcast has something for you. Tune in each week for practical tips and strategies on how to reach your financial goals.

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Schedule your 15-minute Discovery Call here: https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast

Learn more about the team at Prostatis Financial Advisors Group on their website or on social: Facebook, LinkedIn, Twitter and their NEW YouTube channel and video podcast.

2026 Mike Canet Economie Finances privées Politique et gouvernement
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    Épisodes
    • The Roth Conversion Pitch That Sounds Too Good to Be True

      The Roth Conversion Pitch That Sounds Too Good to Be True
      Feb 17 2026

      A $5,000 Roth conversion that promises zero taxes sounds tempting but the fine print tells a very different story. In this episode, Mike and Ryan break down a real-world question that raises major red flags in retirement planning. They unpack how certain advisors frame “tax-free” strategies, why bonuses inside financial products can quietly create bigger tax bills, and how time horizons can make or break long-term outcomes. The conversation widens to the realities of today’s financial advice industry, from sales-driven recommendations to the importance of working with someone who can address taxes, income, and planning together.

      Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

      Follow us for more helpful insights:

      🖱️ Facebook- https://bit.ly/3PmJcSt

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      See omnystudio.com/listener for privacy information.
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      14 min
    • The Overlooked Rules Hiding Inside Your 401k

      The Overlooked Rules Hiding Inside Your 401k
      Feb 10 2026

      What if the biggest retirement surprise isn’t the market but the tax bill you never saw coming? Mike Canet and Lawrence Kiely unpack a real retiree’s regret and dive into why taxes often derail otherwise solid plans. The conversation centers on overlooked strategies tied to 401(k)s, Roth accounts, and after‑tax contributions, including how complexity—not savings discipline—creates costly blind spots.

      Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

      Follow us for more helpful insights:

      🖱️ Facebook- https://bit.ly/3PmJcSt

      🖱️ LinkedIn- https://bit.ly/44T88a9

      🖱️ X - https://bit.ly/3PHxqDJ

      See omnystudio.com/listener for privacy information.
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      14 min
    • Why the “Magic” Retirement Number Keeps Missing the Mark

      Why the “Magic” Retirement Number Keeps Missing the Mark
      Feb 3 2026

      What if the retirement number you’ve been chasing was never the right one? This episode challenges the headline-driven belief that everyone needs the same seven-figure nest egg and explores why real retirement security looks different for every household. The conversation breaks down how income sources, cost of living, pensions, Social Security, market risk, and taxes shape what actually matters once the paycheck stops. Through real-world scenarios and practical framing, the discussion reframes retirement from a single savings target into a coordinated income plan—one that focuses on sustainability, clarity, and control rather than fear-based assumptions.

      Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

      Follow us for more helpful insights:

      🖱️ Facebook- https://bit.ly/3PmJcSt

      🖱️ LinkedIn- https://bit.ly/44T88a9

      🖱️ X - https://bit.ly/3PHxqDJ

      See omnystudio.com/listener for privacy information.
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      11 min
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