All Episodes
How to Retire on Time — 491 episodes
How the Widow Tax Changes a Retirement Plan
What a Financial Advisor Can Offer That You Can't Get Yourself
How Your Social Security Timing Can Affects Everything Else
Tax Planning for Retirement Accounts Under $1 Million
Is the Stock Market in another Bubble Right Now?
Three Common Leaks in a Retirement Plan
A Retirement Plan That Ran Out of Money Doing Everything "Right"
How to Plan for a Big Expense in Retirement
What's Changing with Medicare This Year
Can Anyone Time the AI Bubble?
Why Tax Planning Starts with Where to Put Your Savings
Which is better, lifetime income from an annuity or a bond?
Why the Surviving Spouse Carries More Risk
What If It Takes Year To Recover From a Market Crash
How Retirees Plan for Healthcare Before Medicare Kicks In
Why Complicated Doesn’t Mean Better
How to Retire on Time, 9/1/26
What Happens to Your IRA After You're Gone
When Roth Conversions Might Not Be the Right Move
When Your Advisor Fees Are More Than Your Tax Bill
Tax Brackets Matter Less Than People Realize
When Roth Conversion Don’t Apply in Retirement
The Tax Bill Landlords Don't See Until They Sell
Why Income Order Matters More Than the Amount
Two Risks Retirement Calculators Don't Warn You About
Why "I'm Comfortable With Risk" Is the Wrong Answer
Planning For When One Spouse Passes First
Why There's No Flowchart For Your Annuity Taxes
We Asked AI About Long-Term Care Insurance
The Retirement-Income Ad That's Actually Two Red Flags
The Biggest Retirement Mistake Isn't About Money
Is There Really A Safe Retirement Withdrawal Rate?
The Long-Term Care Decision Most People Get Wrong
The One Thing Nobody Tells You About Annuities
The Retirement Planning Order Almost Nobody Actually Follows
How to Tell If Your Financial Advisor Is Actually Planning or Just Managing Your Money
RMDs, Inherited IRAs, and Roth Conversions: The Questions Nobody Explains Clearly
The Nobel Prize Winner Who Didn't Follow His Own Portfolio Strategy
The One Tax Number That Should Decide If You Convert to a Roth
Every Way to Lower Your Portfolio Risk Without Buying a Single Bond Fund
The Order You Pull Money From Your Accounts Could Cost You Six Figures
Is the AI Bubble About to Pop? Here's How Retirees Should Actually Think About It
The Bread Line Conversation That Reveals Why Confident People Are Usually Wrong
Mike Pushes Back on His Own Listener Over Annuity Riders
How One Retiree Turned a Market Crash Into a Tax Win
Mike Admits Too Much Guaranteed Income Can Actually Hurt You
The Free Steak Dinner Invite Is Secretly a Sales Pitch
The Retirement Word Mike Says Everyone Gets Wrong (And Why It's Costing You)
Three Reserve Strategies That Keep You From Selling at the Worst Possible Moment
What Happens to Your Spouse's Taxes, Social Security, and Healthcare the Day You Die
The Dividend Strategy That Looks Safe Until It Isn't
The Asset Class Everyone Abandoned Might Be the Smartest Thing in Your Retirement Right Now
What Michael Burry Sees Coming That Most Retirement Plans Aren't Built For
The 4 Things Retirement Steals From You (And How to Get Them Back)
Your Retirement Plan Is Built for Markets That Go Up. Here's What Happens When They Don't.
The Subtle Things Slowly Draining Your Retirement Plan (And How to Stop Them)
When Tax Planning Matters
Can You Retire With $250,000?
At 55, How Much Should I Have Saved?
Why Warren Buffet Isn’t 100% in Stocks
Can AI Build My Retirement Plan?
How to Plan for Future Unknown Tax Brackets
The Difference Between Mutual Funds and ETFs in Your 401(k)
Mistakes People Make When Selling at a Loss
World War III: Should I Hold My Stocks?
$2 Million Retirement. How Long Will It Last?
How Income Planning Affects Healthcare Planning
A Better Way to Sell My Rental: Vacant or Occupied
Planning for Rising Healthcare Costs
Why Are My Friends Getting Better Annuity Rates Than Me?
Responding to an Angry Commenter About REITs
I’m Behind on My Retirement: What Should I Do?
How to Fix Your Missed RMD
How to Buy Your Retirement Home
What to Look for on Your Tax Return
Tax Minimization Strategy Often Overlooked
How to Compare Your Retirement Income Options
What to Use for Laddered Income in Retirement
Should You Move to a Tax-Free State in Retirement?
Why Annuities Lower Their Rates Mid-Contract
DIY Retirement Portfolio Ideas
Different Ways You Can Create Income in Retirement
What Many People Miss When Preparing for Retirement
What to Do If You Lose Your Job Right Before Retirement
Why Healthcare Before 65 Needs Tax Planning
Understanding Different Types of Buffered ETFs
The Truth About Filing Early and Investing Your Social Security Benefits
There’s More to Tax Planning Than Just IRA to Roth Conversions
How to Handle Retirement Regret
When to Pay Off Debt Before Retirement and When to Keep It
How to Mix Lifetime Income with Portfolio Growth
What to Consider Before Starting a Business in Retirement
The Basics of the Bear Market Protocol
A Quick Guide to Your Last 10 Working Years
Should You Include Private Equity/Credit in Your Retirement Portfolio?
Why The Plan Is Not as Important as the Strategy
What Happened to Gold and Silver?
Retirement Planning Regrets from 2025
Why Your Financial Plan Comes Second
Does the 60/40 Portfolio Still Work for Retirees?
What Financial Professionals Won’t Admit
If an Annuity Guarantees a High Payout, Why Wouldn’t You Take It?
If You Have Less Than $1,000,000 Saved, Build Your Retirement Plan Differently
Are 529 Plans Really the Best Way to Fund a Grandchild’s Education?
Ways to Invest in Real Estate Without Becoming a Landlord
How Lower Returns Can Actually Grow Your Money More
Why Building a Retirement Plan Around Your Portfolio Is Backwards
Annuities Sold Under Different Names
Indexed Annuities Explained: How They Work and When They Make Sense
Where to Shop for Fixed-Rate Retirement Products
How to Plan Around IRMAA and Medicare Surcharges
How to Respond to a Chaotic Start to the Year in the Markets
Starting Retirement Savings at 50: Strategies to Consider
What to Watch for When Filing Your Taxes This Year
Should You Take Social Security Early and Invest It?
What Should You Do With Extra Cash Flow in Retirement?
How a Financial Plan Really Works (And What to Expect)
How to Spend Your Money in Retirement
Should You Ever Keep Debt in Retirement?
Should You Still Invest in Growth 2–5 Years Before Retirement?
What Your 1040 is Telling You About Your Financial Future
Planning Retirement With Aging Parents and Helping Kids
Does Living Off the S&P 500 Really Work in Retirement?
Alternatives to Traditional Long-Term Care Insurance
How to Figure Out What You Will Likely Spend in Retirement
From Where Should You Pull Your Retirement Income First?
A Big Mistake Many People Make When They Retire
Don’t Look for the ‘Perfect’ Withdrawal Rate. Do This Instead
Why Pensions and Annuities Look Similar, but Are Different
Why Your Portfolio Should Change When You Retire
Why You May Not Want to Roll Your 401(k) Over, Yet
The Problem With Many Social Security Optimization Strategies
Start With Income Needs, Not Account Balances
The Counterintuitive Calculation with Lifetime Income
How to Retire on $500,000
Hidden Tax Traps You Need to Know About
Why Your Annuities May Be Under Performing
When Diversification Makes Sense, and When it Can Hurt
Which is Better: Buffered ETFs or Bond Funds?
How to Handle Healthcare Insurance in This Ever-Changing Environment
The Benefits and Detriments of Using AI to Plan Your Retirement
Can You Retire With $700,000?
Why You Don’t do Your Income Planning First
Is Limiting Your Income Worth the Deduction?
When Helping Your Kids Can Actually Hurt Them
Tips on How to Prepare to Sell Your Business
Why Tax Planning is More Than IRA to Roth Conversions
What Has Worked May Not Continue to Work
What Comes First When Planning Retirement
When You May NOT Want to Manage Your Portfolio in Retirement
How Buffered ETFs Are Different Than Fixed-Indexed Annuities
When to Start Lifetime Income
Why You May Want the Market to Crash When you Retire
What Are the Giving Machines? With Tammy Reid
Charitable Giving Special Episode (With Tammy Reid)
Different Ways to Gift While Minimizing Your Taxes
Why You May Want to Diversify by Strategy, not Just by Positions
Breaking Down Senior Healthcare Options
The Problem with Average Annual Returns
An Introduction to Kedrec Wealth’s Bear-Market Protocol
Is the Fed Cutting Rates a Good Thing?
How to Balance Purpose-Driven Work and When you Should Retire
Different Markets to Consider When Putting Your Portfolio Together
Which Comes First: Social Security Optimization or Tax Minimization?
Why a Looming Potential Crash Should not Prevent You From Considering the Stock Market as a Part of Your Portfolio
Be Cautious of Alleged Tax Loopholes
Why Plans Could Change if You Saved More for Retirement
Why Your 401(k) Growth Strategy May Not Work as Well in Retirement
Why the Tax Qualification of Your Dividends Matter
Year-End Planning Strategies Many Miss
What to Know About Roth IRAs
Ways to Create a Retirement Plan with Liquid Investments
Ways to Approach a Tax Efficient Real Estate Exit
What are the Potential Risks in Today's Market?
All of my Money is in a Savings Account. How do I Fund my Retirement?
Ways to Help Your Kids and Grandkids Outside the 529 Plan
What to Know About Lifetime Income From an Annuity
Is the 4% Rule Still Valid?
When IRA to Roth Conversions May Not be Beneficial
An Explanation of Buffered ETFs
Ways to Protect Older Adults Financially
More Important: Growth or Tax Minimization?
What to Know About Long-Term Care Insurance Through an Annuity
What to Consider About IRA to Roth Conversions
Are Advisors Able to Grow Assets Better Without any Downside Risk?
Are There Options if you Want Less Risk but Still Want Growth Potential?
Is Being a Landlord Still Worth it?
Are Buffered ETFs and Indexed Annuities the Same Thing?
Is Tax Planning Important in a Retirement Plan?
Is the Market Overvalued?
Retirement Planning If You Live Longer (or Shorter) Than Average
How to Plan Income from Different Tax Buckets
How to Make Life Insurance Cash Value Work for You
Should Couples Keep Finances Separate in Retirement?
How to Keep Income Flowing During a Market Crash
What to Know Before Open Enrollment 2025
The Truth About Annuity Bonuses
How to Get Out of a non-qualified Variable Annuity (Without a Huge Tax Bill)
Fixed vs. Index vs. Variable: What’s the Difference?
What the Fed’s Rate Cuts Could Mean for Your Money
How to Leave an Inheritance Without Ruining Your Kids
Private Equity in 401(k)s: Opportunity or Risk?
What to Expect When Working with a Financial Advisor
Tax-Efficient Retirement Income from a Brokerage Account
What to Know Before Retiring in Your 50s
Your Encore Years - A Special Episode
Breaking Down the Self-Insure Option
How to Get on the Same Page as Your Spouse When It Comes to Risk
Dynamic Indexes vs. Static Indexes
A Difficult Conversation Around Commissions
When Broad Diversification May Not Make Sense
Why Lowering Interest Rates Could Mean Several Things
When Even Fiduciaries Have a Conflict of Interest
Two Parts to Retirement Planning: Financial and Non-Financial
Buffered ETFs vs Fixed Indexed Annuities
It’s Time to Change Your Definition of Risk
An Unconventional Look at Your Advisor’s Services
There’s More Risk Than Market Risk to Consider
How to Plan for the Last 10 Years of Your Career
Ways to Adjust a Non-Retirement Portfolio
Don't Make This Mistake as You Prepare for Retirement
Why You Should Assume Everything Affects Everything Else in Retirement
Why It Is Hard to Sell Your Best Investments, Even When You Know You Should
How to Retire When Kids are Still Living at Home
“Hey Mike, when is someone ‘retirement ready’?”
There’s No Such Thing as a Riskless Retirement
What Are Buffered ETFs and Are They Right for You?
How Much Should You Plan on Spending in Retirement?
Are Deductions Still Worth It?
The Risks You Have When You DIY Your Retirement Management
Flat-Market Warning Signs You Need to Know
How to Approach Your Portfolio in Retirement, Even When Markets Crash
How to Sell Your Investment Real Estate Before Retirement
Why You May Not Need a Death Benefit in Retirement
Why You Need to Pay Attention to Your MAGI in Retirement
How to Figure Out Your Cash Flow Amount in Retirement
Different Living Situations for Retirees
Why You May Not Want to “Plan and Invest Like the Rich."
Why You May Not Want to Convert All Your Money to Roth
How Social Security Taxes Have Changed
Different Ways to Get Funds into Roth or Other Tax-Free Accounts
Benefits and Detriments with “Fixed-Income” (Income from Bonds)
Why the Market, Politics, and Other Concerns Should Not Delay Your Retirement
The Problem with Filing for Social Security Early with the Intention of Investing Your Benefits
Why More Risk Doesn’t Necessarily Mean More Reward
Renting or Buying: Which is Better in Retirement?
How Your Social Security Taxes are Calculated
Income Strategies for the First Five Years of Your Retirement
What Are Your 401(k) Fees?
How War Can Affect the Market
What does “Self-Insuring” Really Mean?
Ways to Give to Your Kids and Grandkids
What to Do Once You Receive a Large Sum of Money
Why the 4%, 6%, or Even 8% Withdrawal Rates Could Be Consider Dangerous
Fees and Where to Find Them
Why Social Security Is More Secure Than You May Realize
Why Inflation May Not Be Under Control
What College and Professional Athletes Need to Know About Money
Why Financial Advisors Make Money When You Don’t
Why Cash May Not Be as Safe as You May Think
Risks Associated with CDs and Treasuries
What to Consider Doing Now Incase the Dollar Continues Loses Value
How to Big Beautiful Bill Could Affect Your Retirement
Why All Cash May Be Riskier Than You Think
The Problems with Marketing in Financial Services
Non-Financial Tips That Can Help You Stay Sharp and Healthy
How to Handle Risk Differences In a Relationship
How to Address Loans Against Your 401(k)
A Brief History of “AI” Running Investment Models
Stock Picking vs Buying Indexes
How to Align Your RMD with Your Income Strategy
What to Consider When Planning to Retire Abroad
Why You May Want to Lower Risk as You Approach Retirement
Why Lifetime Income from Annuities May Sound Better Than It Is
Reasons Why the Future (and Market) Looks Bright
What You Can Do if You Want to Maintain Liquidity
How to Plan Your Retirement While Preparing to Help Support a Parent
Research Ideas for Those Looking for Investment Opportunities
How to Turn Your 401k Into a Retirement Plan
Is Debt OK In Retirement?
When It Makes Sense to Delay Your Retirement
The Difference Between Buffered ETFs and Structured Notes
Why You Shouldn’t Plan Solely on a Withdrawal Rate
Why You May Not Want to Blindly Follow An Indicator or Signal
How to Prepare for RMDs so They Don’t Become a Problem Later
Tips on How to Vet Investments and Products
How to Optimize for Survivor Benefits (Social Security, Pension, and Other)
Tips on How to Determine Your Retirement Cash Flow Needs
Should You Do IRA to Roth Conversions at the Beginning or End of the Year?
What to Do During Turbulent Market Conditions
The Reason Social Security Should Not Be Optimized by Itself
What to Do With Old 401(k)s
If You Want Lifetime Guaranteed Income, Make Sure You Understand Your Options Before Buying an Annuity
Why You Can’t Separate Growth Potential and Risk
When it Makes Sense to Work in Retirement
When Does an ETF or Mutual Fund Make Sense
Which is Worse, Taxes or Inflation?
Why Your Generic Diversified Portfolio May Not Be as Good as You Think
How to Decide Where to Put Excess Income in Preparation for Retirement
Why There Are Many Layers to Income and Withdrawal Strategies in Retirement
When Insurance May Make Sense (and When You Want to Stay Clear) in Retirement
Why the $1,000,000 Retirement Benchmark Doesn’t Make Sense
When It Makes Sense to File as Married Filing Separate
Why "Infinite Banking" May Not Be as Good as It Seems
How to Find Good Stocks
Ways to Get Out of an Annuity You Bought Recently
Why People Buy Life Insurance for Estate Planning Purposes and What Many Miss
Alternative Ways to Help Your Kids or Grandkids Get Ahead In Life
What Do You Do When Markets Go Down?
Why Your Financial Plan Will Never Be Perfect (And That’s OK)
How Interest Rates Affect Investments Differently
How to Bridge the Gap Between When You Want to Retire and When Medicare Starts
The Meaning Behind Kedrec Wealth
How to Find Out if You Are on Track to Retire on Time
How to Handle Debt When You Retire
What You Need to Know About 1031 Exchanges and Real Estate Deals
How Financial Advisors Make Money
Why the 60/40 Portfolio May Need an Update
What’s the (Real) Purpose of Working with a Financial Advisor (In our opinion)
What to Do With Your Tax Return
Why You May Want to Vet Investments and Products Yourself
How to Catch Up on Your Retirement Savings
When Life Insurance Can Play a Role in Retirement
Different Markets to Place Assets Until Things Settle Down
Strategies that Can Help Reduce Medicare Surcharges (IRMAA)
Why Even Flat-Fee Advisors May Have Conflicts of Interest
Different Ways to Include Your HSA in Your Retirement Plan
When Target Date Funds May Make Sense (and When They Do Not)
Retirement Preparation Tips for Those Who May Not Consider Themselves Wealthy
Why Social Security Optimization and Tax Minimization is Changing
When to Sell Stocks That Have Lost Money (And When to Wait for them to recover).
Tips on Researching Where to Move When You Retire
Why Working With a CFP Should Not Be the Only Thing You Look For in an Advisor
Why Bonds May Do Better Than Stocks in the Near Future
What We Believe Every Retirement Income Strategy Needs
When it May Be Appropriate to Take More Risk in Retirement With A Portion of Your Portfolio
How the Ultra-Wealthy Minimize Their Tax Burdens and Why it May Not Make Sense For Your Situation
Why the Right Answer to Financial Questions is “It Depends”
How to Set Your Individual Retirement Savings Goal (And What to do When You are Close)
When it Makes Sense to Manage Your Own Money and When to Hire a Professional Money Manager
How to Address Inflation Risk in Retirement
Discover the Origin Story of the Kedrec Reservoir Strategy
Why it is Important to Define the Benefits and Detriments of Any Investment or Product
How to Prepare to Retire on Time, Based on Your Age and Goals
AI Stocks, Bubbles, and Creative Destruction
Why Every Retirement Plan Should be Different
How to Plan Your Retirement if You Want to Live Abroad
When it May Make Sense to Pay Off Your Mortgage Before You Retire
The Difference Between an Index, Indexing, and an Indexed Investment or Product
Flat-Fee vs Assets Under Management Fees
How A Rollover May Offer You More Control Over Your Retirement Accounts
When Life Insurance May Factor Into Your Retirement Plan
Why Changes to Social Security Shouldn’t Keep You Up at Night
Your Retirement Goal Line is Near – How Your Playbook Changes in Retirement
How to Determine If Your Current Retirement Plan is Oversimplified
Why Tax Planning and Your Investments Are Connected
The Difference Between Various Real Estate Investment Options
How Much Does it Cost to be You?
When It Makes Sense to Work With An Advisor
Why Healthcare Planning Is More Than Long-Term Care Planning
What Retirees Need to Know About Rental Property
What Could Happen if Teen Workers Invested in a Roth?
Is the Dividend Portfolio Still Reliable?
How to Approach Your Stock Holdings With a Low Basis
The Purpose of a Reservoir in a Retirement Plan
How Much Do You Need to Save Before You Can Retire?
Is There an Optimal Balance Between Protected Assets and Growth Assets?
Where You Draw Income From During Retirement Matters
Why Shorting the Market May Not Be a Good Strategy for Retirees
Why You Can’t Have a Riskless Retirement
Why Did Mortgage Rates Go Up When the Fed Lowered Rates?
What Many People Don’t Realize When it Comes to Timelines and Tax Planning
When You Can (and Cannot) Dip Into Your Principal in Retirement
Why You May Want to Consider Diversifying Out of the Magnificent Seven
How to Handle Your Personal Cash Flow in Retirement
Four Strategies to Consider When Seeking Growth in Your Portfolio
How to Navigate Healthcare and Health Insurance Before Medicare Starts
What are Buffered ETFs and do They Qualify for the Reservoir Strategy?
Why People Need to Check Their Assumptions When it Comes to Their Investment Decisions
How Much Principal Protection is Enough When You Retire?
Why Your Recent Average Return Could be Deceptive
How to Tell if Your Pension Affects Your Social Security Benefits
The Danger With Flat-Fee Portfolio Reviews
What Many People Miss When Considering an Equities (Stock) Portfolio
Why Charity Matters (With Tammy Reid and Other Guests)
The Danger of Following Oversimplified Advice From Influencers
Why You May Not Want to Rely on the Monte Carlo in Retirement
IULs Are Not Perfect, but They May Have Their Place
Should You File Your Own Taxes or Get Help?
When IRA to Roth Conversions Do Not Make Sense
What "Timing the Market" Really Means
Celebrating Our 100th Episode (Reflections and Giveaways)
Do the Wealthy Have Tax Advantages?
Why Mike Believes Reverse Mortgages Don’t Make Sense
Why You May Not Want to Turn Your Hobby Into a Business in Retirement
Why You May or May Not Need $1.5 Million Saved for Retirement
Does Private Equity Make Sense in Your Retirement Portfolio?
What Might be Missing From Your Portfolio
How to Prepare to Retire on Time if You Are Currently 50 Years Old
How to Prepare for the Market in 2025
Does Private Equity Make Sense in Your Retirement Portfolio?
How Indexed Universal Life Insurance is Sold and What You Need to Know
What Happens When A Widow or Widower Remarries in Retirement?
Strategies That May Help You Retire Before 59½
What to do if You Start Saving for Retirement Late
What You Need to Know About Trump’s Tariff Strategy
How to Talk to the Family About Your Estate Plan
Discover Different Ways Annuity Income Could Work in Your Plan
How to Navigate Medicare When You Turn 65 and Plan to Continue to Work
What Happens to Your Social Security Benefit if You Move Abroad?
Exploring Different Ways to Invest in the Market
When it Doesn’t Make Sense to do IRA to Roth Conversions
The Potential Risk of Taking Social Security Too Soon or Too Late
How to Prepare for a Potential Flat Market
How Old 401(k)s Can be New Investment Opportunities
Common Risks Many Retirees Miss
How Does Your Spending Change When You Retire?
How to Vet the Quality of Your Current Fixed-Indexed Annuities
The Basics on Structuring Your Business Before the Sale
When it Makes Sense to Pay Off Your Mortgage When You Retire
The Election May Affect the Economy Less Than You Think
How to Change Your Senior Healthcare Plan During Open Enrollment
How to Prepare for the Potential Decrease in Social Security Benefits
The Difference Between Social Security, Pensions, and Annuities
When Healthcare Can Become a Tax Problem
Why No One Can Claim to Have a Riskless Retirement
What You Should Expect When You First Start Talking With a Financial Professional
Four Things to Consider if You Are in Your 40s and Saving for Retirement
Investments and Products to Consider as Interest Rates Go Down
How a Trigger Rate Works Within Fixed-Indexed Annuities
What You Need to Know About Open Enrollment
Tips on How to Structure the Sale of Your Business
Ways to Take Your 401k and Transform it Into a Retirement Plan
Why Many People Become Depressed in Retirement
How to Navigate Picking the Right Senior Healthcare Plan
Why Year-End Tax Planning Should Be More Than IRA to Roth Conversions
The Basics of the Bucket Strategy in Retirement
The Problem with AUM Fees When You Buy and Hold
A High-Level Overview of Various Investments and Products
Various Ways to Take Your 401K and Turn it Into A Retirement Income Plan
Ways to Invest in Real Estate (Based on Age and Experience)
Why Suitability Questionnaires May Not Be Enough
Understanding the Good, the Bad, and the Ugly of Indexed Universal Life Insurance in Retirement
How Often Should You Rebalance Your Portfolio
Breaking Down Retirement Savings Plans for Self-Employed Individuals
Addressing a Potential Conflict of Interest in Annuity Sales
1031 Exchange Options for Those Trying to Sell Their Investment Real Estate
The Difference Between Basic Tax Planning and Comprehensive Tax Planning
What to do With Your Annuity When it Struggles to Grow
Why a Pension Might Not Be Enough for Retirement (and What to Do About It)
Why the National Debt Should Concern Those on a Fixed Income
Why the Rule of 100 May Not Make Sense in Retirement
Why an Advisor May be Your Spouse’s Back-Up Plan
What to Expect in a Decreasing Interest Rate Environment
Ways to Potentially Lower Your Risk Without Losing too Much Liquidity
10 Ways You Can Generate Income in Retirement
What Every Spouse Needs to Know Before Their Spouses Passes
Decoding What’s Really Happening at Many Retirement Dinner Events
Why Long-Term Care Insurance is Problematic
How to Strategically Liquidate Your Delaware Statutory Trust Positions
Why Qualified and Non-Qualified Accounts Should Have Different Growth Strategies
How to Determine How Much of Your Portfolio Should Be Protected
Why It Takes More Than a Dollar Amount to Know When You Can Afford to Retire
Tax Minimization for Those Who Have Pensions
How the Election Could Affect the Markets
Why Financial Professionals Tend to Offer Conflicting Advice
What to do if You are Concerned the Market Will Crash Soon
Why Social Security Optimization is More Than Looking at Your Longevity
How to Prepare for Required Minimum Distributions When You Don’t Need the Distributions
The Landlord's Exit Strategy
Potential Pitfalls For Those Who Want to Retire Before 59 ½ Years Old
Why I Believe Variable Annuities Rarely Make Sense
How to Prepare For Retirement and a Recession
Why Term Life Insurance May Not Make Sense In Retirement
How Interest Rates Could Affect Those Near Retirement
Why Value Funds May Not Offer As Much Value As You Think
When Does it Make Sense to Manage Your Investments on Your Own?
How to Plan Tax-Efficient Distributions From an Inherited IRA
What to Do If You Are Scared You’ll Run Out of Money in Retirement
How Fixed-Indexed Annuities Work as a Bond Alternative
How to Plan for Healthcare Before Medicare
Why DIY Investors Still Need a Relationship With a Licensed Financial Professional
How to Turn Your 401(k) Into a Retirement Plan
How to Prepare For Retirement With a 401(k)
Can I Manage my Portfolio as Well as a Fund Manager?
How to Invest in Real Estate
Is it Ever Okay to Surrender an Annuity Early?
Estate Planning 101
What to Consider When Filing for Social Security Benefits
Do People Really Need Financial Advisors?
Retirement Income Strategies-Balancing Protection With Growth