“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. 

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“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.

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“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.

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“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. 

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“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.

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“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.

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“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.

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“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. 

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“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.

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“Hey Mike, if I can get dividends at around 8% per year, then why would I do anything else?” Discover various risks many miss when it comes to dividend income in retirement.

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