Podcast Episodes
Back to SearchBreaking Down Senior Healthcare Options
Episode 334
“Hey Mike, which is better, Original Medicare, Supplement (Medigap) Plans, or Advantage Plans?”
Discover why there’s no perfect solution for senior he…
10 months ago
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…
10 months ago
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
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
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, 1 week ago
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, 1 week ago
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, 1 week ago
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
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
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, 2 weeks ago