How to Retire on Time

“Hey Mike, to keep things simple, could the 60/40 split work for a retiree?” 

Discover why simplicity could be dangerous if it ignores certain risk factors.

Text your questions to 913-363-1234. 

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

“Hey Mike, what’s the purpose of a financial planner?” 

Discover when you may want to work with a financial advisor, and when it may not make sense.

Text your questions to 913-363-1234. 

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

“Hey Mike, if an annuity can offer me 7% or more as guaranteed lifetime income, why wouldn’t I take it?” 

Discover what those guarantees actually mean and how to evaluate whether they fit into a real retirement plan. 

**Please note, 7% is based on a submitted question and not a verified product or offering. Annuity contacts and offers change over time.**

Text your questions to 913-363-1234. 

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

“Hey Mike, I have less than $1,000,000 saved for retirement. How does that change things as I prepare for retirement?” 

Discover why those who have less should plan differently than those who have more saved for retirement.

Text your questions to 913-363-1234. 

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

“Hey Mike, are 529 plans the best way to fund grandkids’ education?” 

Discover when 529s make sense and when you may want to consider other strategies with more flexibility.

Text your questions to 913-363-1234. 

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

“Hey Mike, what are different ways you can generate income from real estate without being a landlord?” 

Discover different ways to include real estate in your retirement portfolio.

Text your questions to 913-363-1234. 

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

“Hey Mike, how can you claim that a lower average return can grow your money more overall? That doesn’t make any sense.” 

Discover how sequence of returns, volatility, and behavior may matter more than headline performance.

Text your questions to 913-363-1234. 

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

“Hey Mike, can you walk through your planning process order and why you believe it needs to be that way? I’m a dividend investor and am building my plan around my portfolio, which you say is not the right way to go about it.” 

Discover why your lifestyle expectations and tax strategies should come before investments.

Text your questions to 913-363-1234. 

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

“Hey Mike, my 401k is now offering lifetime income as a payout option. Isn’t that basically an annuity?” 

Discover the different structured payout options you could use in retirement. 

Text your questions to 913-363-1234. 

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

“Hey Mike, can you explain how indexed annuities work, how to plan with them, and so on?” 

Discover the good, the bad, and the ugly of indexed annuities, and when they may make sense as a part of your plan.

Text your questions to 913-363-1234. 

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