HeyJaredThe MILES Financial Show
Billie Miles is a partner and co-founder of MILES FINANCIAL GROUP, an asset and retirement protection company. He's the Co-Author of Protecting Your Assets with Tax-Free Long Term Care and for over 20 years, Mr.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 4, 2026
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- Sep 4, 2026
Latest episodes
Income vs. If-Come (opens the original)
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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 ret
The Tax Freight Train (opens the original)
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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 inc
The Dominoes You Spent Years Lining Up (opens the original)
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Billie Miles joins Mark Elliott for a conversation about what happens when a plan built over decades meets something it never accounted for. Billie tells the story of the dominoes he spent hours lining up as a child, and the family dog who ran through them, then uses it to look at how much of a retirement plan quietly depends on conditions holding steady. The conversation also covers why monthly income, rather than account balance, tends to determine how retirement actually feels day to day, and
Stairs Up, Elevator Down (opens the original)
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Billie and Mark Elliott use a simple image to describe market behavior: you climb the stairs on the way up, but take the elevator on the way down, gains build slowly, losses come fast. From there they dig into why a 401(k) isn't the same thing as a pension (no guaranteed lifetime income attached), what that means for someone nearing retirement, and how a little-known option, moving 401(k) funds after age 59½ while still working, can let you protect gains before the next drop. About the show The
Do You Own Your Gains, or Rent Them? (opens the original)
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Billie Miles joins Mark Elliott to look at the difference between a gain you keep and a gain you only borrow for a while. The conversation works through why recovering from a large loss takes more than the loss itself, an old rule of thumb some use to think about how much risk belongs in a portfolio later in life, and why a plan built for the years of saving may not be the plan for the years of spending. Billie also talks about building a retirement the way you would build a house, starting with
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