How to Retire on Time

“Hey Mike, is it true that you need $1.5 million saved to be able to retire?” Discover why arbitrary amounts of money saved as your goal may not be enough and where to look so you can determine if you have enough saved to be able to retire. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, what do you think of Private Equity as a source for retirement income?” Discover when it may make sense to include private equity or private credit (debt) in your portfolio and when it may not make sense. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, what’s something you see missing in many people’s plans when you first visit with them?” Discover risks you may not know exist when you plan your retirement with a stock/bond fund portfolio or with lifetime income from an annuity. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com. 

“Hey Mike, if you were 50 years old and planned to retire at 65, what would you do?” Discover various strategies to consider as you prepare to retire on time (60 years old or so). Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, what do you think the market will do in 2025?” Discover what could happen in 2025 and how to prepare for multiple outcomes. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, what do you think of Private Equity as a source for retirement income?” Discover when it may make sense to include private equity or private credit (debt) in your portfolio and when it may not make sense. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I just heard that indexed universal life insurance is basically the perfect investment for a retiree. You say there’s no such thing as a perfect investment. What are the downsides of these IULs?” There’s no such thing as a perfect investment, product, or strategy. That includes Indexed Universal Life Insurance (IULs). Discover how they are sold, the benefits and detriments associated wi...

“Hey Mike, I’m a widow of many years and am in love again. I want to marry my new sweetheart, but I’m concerned about the finances and my kids ability to get their inheritance when I go. Any guidance?” Discover a few potential financial problems that could happen if you were to remarry too soon in retirement.

“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.