Speaking Engagement – Book Michael

Learn how spousal IRA contributions work in 2026, including contribution limits, Roth IRA income rules, Traditional IRA deductions, and common mistakes couples should avoid.

Learn how an ESOP works, how employees receive company stock, how ESOP shares are valued, diversification rules, and what happens to your ESOP when you retire or leave your employer.

A Backdoor Roth IRA can help high-income earners build tax-free retirement savings, but mistakes with the pro-rata rule, IRA balances, Form 8606, and conversion timing can create unexpected taxes. Learn the most common mistakes to avoid.

How long does it take to build a $1 million Roth IRA? See how a 22-year-old investing $7,500 per year could potentially become a Roth IRA millionaire, and how compounding could turn $1 million into $2 million and beyond.

What if the goal of retirement planning wasn’t to stop working, but to make work optional? Explore the financial, social, and personal benefits of continuing to work after reaching financial independence—and why the traditional retirement path may not be right for everyone.