“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.

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“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. 

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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. 

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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. 

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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.

“Hey Mike, with interest rates going down and savings, CDs, and bonds going down with it, where should I go for protection with better growth potential?” Discover various investments and products that offer principal protection and growth potential, and their associated benefits and detriments. 

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

“Hey Mike, I was pitched an annuity with something called a trigger rate. What is that, and is it worth it?” Discover the nuance found within fixed-indexed annuities and their cash value growth potential. Remember, there’s no such thing as a perfect investment, product, or strategy. 

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

“Hey Mike, it’s Open Enrollment season for senior benefits. What should we know before we review our options?” Discover conflicts of interests, potential tax problems and more when it comes to your senior healthcare plans and open enrollment season this year. 

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

“Hey Mike, how do you go through the process of selling a business?” Discover the steps you may want to take before you put your business up for sale so you can potentially get more money out of the sale.

Text your questions to 913-363-1234.

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