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The MILES Financial Show

Billie Miles
Miles Financial Group
Retirement Planning
Guaranteed Income
Retirement Income Planning
No Market Risk Strategies
401(k)
Pension
Risk
Stock Market
Market Volatility
Market Protected Accounts
401k
Income Planning
2008 Financial Crisis
Deal Or No Deal
Stock Market Risk
Black Swan
Private Pension
Retirement
Green Money

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 buildi... more

PublishesDailyEpisodes102Founded10 years ago
Number of ListenersCategories
ManagementBusinessInvesting

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Artwork for The MILES Financial Show

Latest Episodes

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... more

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 throug... more

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 p... more

Billie and Mark Elliott explain "market-protected accounts", strategies meant to capture market gains while shielding savings from losses, and offer a simple rule of thumb for how much risk makes sense: the Rule of 100. Subtract your age from 100, an... more

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 approac... more

Billie and Mark Elliott introduce a simple way to sort retirement savings: "red money," which is exposed to the market's ups and downs in exchange for higher potential returns, and "green money," which trades some upside for protection from loss. The... more

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, Billi... more

Billie and Mark Elliott build this conversation around author Nassim Taleb's idea of the "Black Swan", the rare, unpredictable event no one sees coming. They trace the term's origin (for centuries "all swans are white" was accepted fact, until black ... more

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Recent Guests

Billie Miles
Founder and CEO of Miles Financial Group, retirement planning expert
Miles Financial Group
Episode: Red Money, Green Money
Patrick Miles
Co-founder of Miles Financial Group
Miles Financial Group
Episode: Do You Own Your Gains, or Rent Them?

Hosts

Billie Miles
Founder and CEO of Miles Financial Group; co-host emphasizing retirement income planning, tax-efficient strategies, and client-focused risk management.
Mark Elliott
Host focused on retirement income planning, critique of traditional market-based strategies, and education on guaranteed income options.

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Talking Points

Recent interactions between the hosts and their guests.

Red Money, Green Money
Q: How much of your money should be in red money versus green money?
The idea is to tailor the split to your life stage and risk tolerance, with more green money as you near retirement to protect against loss, and a balance of red money when you have time to recover.
The Tax Freight Train
Q: What makes your approach different from traditional stock-market-driven retirement planning?
We focus on creating guaranteed, income-for-life structures funded by large, high-rated institutions, with compensation not taken from the client's account, so there are no fees that erode principal, and clients still participate in market gains without exposure to market downturns.
Income vs. If-Come
Q: What kind of financial professional are you?
Billie describes himself as a financial professional who specializes in income planning, contrasting that with the more common IFCOME-focused approach and emphasizing guaranteed income for life.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About The MILES Financial Show

What is The MILES Financial Show about and what kind of topics does it cover?

The show centers on retirement income planning with a strong emphasis on guaranteed, no-market-risk strategies. Hosts contrast traditional market-based approaches with contractually guaranteed income solutions, often highlighting tax efficiency, asset protection, and lifetime income for retirees. Episodes frequently feature direct promotions for Miles Financial Group services and educational resources while sharing client anecdotes and practical steps listeners can take toward personalized retirement analyses. A notable throughline is reframing retirement from wealth accumulation to stable, in-flow income that lasts a lifetime, with recurring calls to action and tangible examples of how protected income can outperform markets in retirement.... more

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Which podcasts are similar to The MILES Financial Show?

These podcasts share a similar audience with The MILES Financial Show:

1. Ramsey Everyday Millionaires

How many episodes of The MILES Financial Show are there?

The MILES Financial Show launched 10 years ago and published 102 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The MILES Financial Show?

Recent guests on The MILES Financial Show include:

1. Billie Miles
2. Patrick Miles

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