How to Retire on Time

“Hey Mike, I’m 56 and just lost my job. Everything I have saved is in my 401k. I think I have enough to retire, but there’s a 10% penalty if I take money out of an IRA. Is there any way around this?” Discover ways you may be able to generate income in retirement from your 401(k) even though you are not yet 59 ½ years old. Text your questions to 913-363-1234. Request Your Wealth Analysis by going t...

“Hey Mike, I’m 50 years old and haven’t been able to retire. Is there anything I can do to accelerate my retirement preparation?” Discover how to prepare for retirement if you are starting late with your retirement savings. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how do you believe Trump’s tariffs will affect the economy?” Discover the benefits and detriments associated with using tariffs as a tax on foreign goods and how it may affect your portfolio. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

"Hey Mike, I’m having a hard time bringing up my estate plan with my kids. I don’t want to create problems when I pass. Any tips?" Discover how to approach difficult estate planning topics with the kids so relationships are not destroyed when you pass. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

Hey Mike, if someone wanted a part of their retirement income guaranteed, what should they know as they shop around? Discover the various ways you can take income from an annuity when you retire. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

"Hey Mike, what do I need to do if I turn 65 but still plan to work?" Discover what you need to know about Medicare when you turn 65 years old. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

Hey Mike, if I move out of the country, will I still receive my Social Security benefits? Discover what could happen to your benefits if you were to move outside the country. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

Hey Mike, can you run through different ways you can invest in the market? Discover the benefits and detriments associated with different ways you could invest in the market. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, friends keep telling me I need to do IRA to Roth conversions, but my current income is more than the income I want when I retire. Something’s not right. What do you think?” Discover when it makes sense to do IRA to Roth conversions and when it doesn’t make sense to do IRA to Roth conversions.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthan...

“Hey Mike, people keep telling me to take Social Security as soon as I can, but the reports I run tell me to file at 70 years old. Which is it?” Discover why your income could be hurting if you take Social Security too soon and when you could be hurting your estate if you file too late. The answer may surprise you.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www....

“Hey Mike, I heard that the market may not make much money over the next 10 years. Is that true?” Discover unconventional ways to try and grow your assets during a flat-market, which we define as 10 years of basically no growth in the stock market.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’ve got a couple of old 401(k)s that I have neglected over the years because I don’t know what to do with them. Any tips?” Discover all the potential investment options you have if you roll your old 401(k) into an IRA instead of your next 401(k).  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, what are some common risks you believe many retirees do not account for when they retire?” Discover common risks many retirees miss because they don’t know the right questions to ask.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how do you figure out how much you will spend in retirement?” Discover how to figure out how much you may end up spending when you retire.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how do I know if I have a good annuity or a bad annuity?” Don’t fall for the growth of the income benefit. Discover why looking at the cash value growth may be more important and what to do if you find yourself with an uncompetitive annuity.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’m about to sell my business and have no idea how to convert the sale into a retirement plan. What should I do?” Discover a few tax strategies to consider before you put your business up for sale.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, should I pay off my mortgage before I retire?” Discover when it makes sense to pay off your mortgage when you retire and when it doesn’t make sense. The answer may surprise you. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’m concerned about the election. Do you have any thoughts?” Discover Mike’s opinion on why the election may affect the economy less than you think. Remember, all businesses will try to grow, regardless of the winner of the election. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I have already signed up for a new Medicare plan but might want to change it. Can you do that and if so, how do you do that?” Discover the in’s and out’s of exploring and adjusting your Senior Healthcare plans during open-enrollment season.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, what strategies can you implement to help prepare for a possible drop in Social Security benefits?” Discover what you can do now in preparation for the potential decrease in Social Security benefits.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, can you break down the differences between Social Security, a pension, and an annuity?” Listen to an honest comparison of Social Security, pensions, and annuities, when it makes sense, and how they can affect your tax planning.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, can you explain how picking a Medicare plan can affect my taxes? I don’t believe that’s a true statement.” Discover some commonly missed pitfalls in retirement when it comes to healthcare and taxes.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how do you plan so you don’t run out of money?” Discover the reality of retirement planning and how you can’t not take risks. This episode covers various ways to approach your retirement in an effort to decrease risk while maintaining lifestyle flexibility for the future.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’m in my 40s and trying to prepare for retirement. What tips would you give someone in my position?” Discover what can do to help you have more investment options and potentially be more strategic in the growth of your assets as you prepare to retire on time.  Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.