How to Retire on Time

10 Episodes
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By: Kedrec LLC

Welcome to How to Retire on Time, a show that answers your questions about all things retirement, including income, taxes, Social Security, healthcare, and more. This show is an extension of the book How to Retire on Time, which you can grab today on Amazon or by going to www.howtoretireontime.com. This show is intended for those within 10 years of their target retirement date or for those are are currently retired and are concerned about their ability to stay retired.

Why Changes to Social Security Shouldn’t Keep You Up at Night
#139
Today at 12:00 PM

“Hey Mike, how are you planning for the potential decrease in Social Security benefits?” Discover strategies that can help you take a more proactive approach to potential changes in Social Security.

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com


Your Retirement Goal Line is Near – How Your Playbook Changes in Retirement
#138
Yesterday at 12:00 PM

“Hey Mike, I’m three years away from when I want to retire. My portfolio is 100% equities. How should my portfolio change as I approach retirement?” Discover what changes retirees may want to make as they approach retirement. 

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com


How to Determine If Your Current Retirement Plan is Oversimplified
#137
Last Friday at 12:00 PM

“Hey Mike, do you recommend the 60/40 portfolio for a retiree, or do you follow the rule of 100?” Discover risks associated with traditional portfolio strategies for retirees and why you may want to consider implementing Kedrec’s Reservoir as a part of your plan and portfolio.

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com


Why Tax Planning and Your Investments Are Connected
#136
Last Thursday at 12:00 PM

“Hey Mike, how would you plan differently if you had someone with $2 million in an IRA vs someone with $2 million in a brokerage account?” Discover how your retirement plan and strategies can change based on how much you have in pre-tax, after-tax, and tax-free accounts.

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com


The Difference Between Various Real Estate Investment Options
#135
Last Wednesday at 12:00 PM

“Hey Mike, what’s the difference between a DST and a REIT?” Discover various investment options that may make sense to have in your retirement portfolio. 

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com


How Much Does it Cost to be You?
#134
02/04/2025

“Hey Mike, how does someone figure out how much income they need in retirement?” Discover how to break down your pre-retirement expenses and your post-retirement expenses so you can plan for the lifestyle you want in retirement.

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com


When It Makes Sense to Work With An Advisor
#133
02/03/2025

“Hey Mike, every time I’ve entertained working with an advisor, they recommend funds that I could have gotten on my own. Is there any difference between what advisors can offer and what we can get on our own?” Discover investments and products that you can only get through an investment advisor or licensed insurance agent and why it may make sense to explore other marketplaces with them.

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com


Why Healthcare Planning Is More Than Long-Term Care Planning
#132
01/31/2025

“Hey Mike, I don’t want to buy Long-Term Care insurance. What other ways could I prepare for future healthcare costs?” Discover the various health risks many miss and how to plan for them.

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com.


What Retirees Need to Know About Rental Property
#131
01/30/2025

“Hey Mike, I’m a landlord who’s stuck with my properties because I don’t want to pay the taxes. Is there any way out?” Discover why some retirees may be overestimating the return on their real estate investments. Mike breaks down the details while sharing various exit strategies for those who don’t want to be a landlord anymore. 

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com.


What Could Happen if Teen Workers Invested in a Roth?
#130
01/29/2025

“Hey Mike, what advice do you have for teens and their retirement?” Discover an intuitive concept that may allow you to save enough to pay for the majority of your retirement before you graduate college.

Text your questions to 913-363-1234.


Request Your Wealth Analysis by going to www.yourwealthanalysis.com.