“Hey Mike, I’m having a hard time understanding how income works in retirement. I don’t have a pension. Can you explain how people generate income in retirement and why they pick certain strategies?” Discover the benefits and detriments of various income strategies that you can implement from your 401k when you retire.

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“Hey Mike, I’m retired and going crazy. What should I do?” Discover how to design your retirement lifestyle to help you feel happy and fulfilled.

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

“Hey Mike, I’m 65 and looking at my healthcare options. What do you recommend?” Discover the difference between traditional senior healthcare, supplement plans, and advantage plans and how they also can play a role in your tax planning. 

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“Hey Mike, how do you do year-end tax planning? Discover why there’s more to do at the end of the year than figure out how much you want to convert from IRA assets to Roth assets. Year-end tax planning may also include gifting planning, healthcare planning, and income planning for the next year.

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

“Hey Mike, what do you think about the bucket strategy?” Discover how the bucket strategy works when it comes to your retirement income so you can determine if it is right for you or not.

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“Hey Mike, I’m having a hard time understanding fees. I am paying my current advisor 1%. All of the mutual funds he has recommended have fees as well. Is this normal?” Get Mike’s not-so-common opinion on advisory fees.

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“Hey Mike, can you give a generic rundown of different investments and when they should be used?” Enjoy a high-level discussion of various investments and products, their benefits and detriments, and when you may include them in your portfolio. 

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

“Hey Mike, I’m struggling with understanding how to generate income from my 401(k). Can you break down your steps and strategies?” Discover some of the basic ways you can turn your 401(k) into a retirement income strategy. Hint: there are more ways to generate income in retirement than lifetime income streams from annuities.

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

“Hey Mike, what is the best way to invest in real estate for retirement income?” Discover various ways to add real estate to your portfolio and why your age and real estate experience may play a factor in your decision. 

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

“Hey Mike, I feel like I am taking too much risk but keep getting reassured that I am fine. Can you expand on how to self-assess the appropriate amount of risk a person should take?” Discover why taking a suitability intake questionnaire may not be enough and what you can do to help find the right risk balance in your portfolio. 

Text your questions to 913-363-1234.

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