Podcast Episodes
Back to SearchWhat We Believe Every Retirement Income Strategy Needs
Episode 157
“What’s the best withdrawal strategy in retirement?” Discover the various ways to take income in retirement and why we believe there’s one key strate…
11 months, 3 weeks ago
When it May Be Appropriate to Take More Risk in Retirement With A Portion of Your Portfolio
Episode 156
“Hey Mike, how risky or aggressive can you be in retirement?” Discover how to design your portfolio to be ready for market crashes. When implemented …
11 months, 3 weeks ago
How the Ultra-Wealthy Minimize Their Tax Burdens and Why it May Not Make Sense For Your Situation
Episode 155
“Hey Mike, how do the rich avoid paying taxes?” Discover some strategies the ultra-wealthy use to pay less in taxes and the significant risks associa…
11 months, 3 weeks ago
Why the Right Answer to Financial Questions is “It Depends”
Episode 154
“Hey Mike, why do financial advisors always seem to give the same answer, ‘It depends?’” Discover the nuance found within financial planning and why …
1 year ago
How to Set Your Individual Retirement Savings Goal (And What to do When You are Close)
Episode 153
“Hey Mike, how much do I need to save for retirement?” Discover a quick way to define your retirement savings goal and what to do once you start gett…
1 year ago
When it Makes Sense to Manage Your Own Money and When to Hire a Professional Money Manager
Episode 152
“Hey Mike, when does it make sense to work with a financial professional, and when does it make sense to manage your money on your own?” Discover the…
1 year ago
How to Address Inflation Risk in Retirement
Episode 151
“Hey Mike, how do you plan around inflation risk?” Discover the importance of growth within your retirement plan and the different ways you can grow …
1 year ago
Discover the Origin Story of the Kedrec Reservoir Strategy
Episode 150
“Hey Mike, how did you come up with the reservoir strategy?” Discover the origin story that led to the creation of the Kedrec Reservoir Strategy.
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1 year ago
Why it is Important to Define the Benefits and Detriments of Any Investment or Product
Episode 149
“Hey Mike, what are some questions people should ask about retirement planning but don’t?” Discover various blind spots retirees and near-retirees ha…
1 year ago
How to Prepare to Retire on Time, Based on Your Age and Goals
Episode 148
“Hey Mike, when should you create your retirement plan?” Discover what you could be doing during each decade of your life to prepare for retirement, …
1 year ago