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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.
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.
169 Episodes
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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 retirement can force people back to work.About the showThe 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 usTo 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. DisclosuresMiles 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.
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 showThe 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 usTo 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. DisclosuresMiles 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.
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 showThe 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 usTo 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. DisclosuresMiles 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.
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 a lesser-known option inside many employer plans called an in-service distribution.About the showThe 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 usTo 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. DisclosuresMiles 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.
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 ones turned up in Australia in 1697), point to events like 9/11 and 2008 as market examples, and make a subtle but important point: diversification can spread out company-specific risk, but it can't protect you from a broad market drop if all your money is in the market.About the showThe 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 usTo 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. DisclosuresMiles 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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