Podcast Episodes

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The Problem with Average Annual Returns

Episode 333

“Hey Mike, what’s a common misconception you run into with DIY investors?”

Discover why buying and holding ETFs may not be as good of a strategy as yo…

9 months, 4 weeks ago

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An Introduction to Kedrec Wealth’s Bear-Market Protocol

Episode 332

“Hey Mike, can you explain in more detail your "Bear Market Protocol?’”


Discover different ways you can prepare now to take advantage of a market cras…

10 months ago

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Is the Fed Cutting Rates a Good Thing?

Episode 331

"Hey Mike, what should we know about the Fed cutting rates?"

Discover some of the cautionary flags you may want to consider as the Federal Reserve sig…

10 months ago

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How to Balance Purpose-Driven Work and When you Should Retire

Episode 330

"Hey Mike, I want to keep working but it’s getting in the way of my IRA to Roth Conversions. What can I do?"

Discover why your purpose and work may be…

10 months ago

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Different Markets to Consider When Putting Your Portfolio Together

Episode 329

"Hey Mike, the stock market seems overvalued. Do you think the real estate market is also overvalued?"

Discover the different markets you can invest i…

10 months ago

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Which Comes First: Social Security Optimization or Tax Minimization?

Episode 328

"Hey Mike, which should be done first, social security optimization or tax minimization planning?"

Discover why tax planning should be done before you…

10 months ago

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Why a Looming Potential Crash Should not Prevent You From Considering the Stock Market as a Part of Your Portfolio

Episode 327

"Hey Mike, I know I should be in the stock market, but I can’t get myself to go in since I think it’s going to crash. Is this normal? What else is th…

10 months, 1 week ago

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Be Cautious of Alleged Tax Loopholes

Episode 326

“Hey Mike, I’ve got many friends who have family businesses for retirement so they can write off their family travel and fun expenses. Does that real…

10 months, 1 week ago

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Why Plans Could Change if You Saved More for Retirement

Episode 325

“Hey Mike, how does a retirement plan change if you have $250k saved vs $2.5 million.”

Discover why those who have less, even if they can afford to re…

10 months, 1 week ago

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Why Your 401(k) Growth Strategy May Not Work as Well in Retirement

Episode 324

“Hey Mike, I’ve managed my 401(k) my entire life; I just buy and hold index funds. Is retirement any different?” 

Discover some of the risks associate…

10 months, 1 week ago

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