“Hey Mike, I’m about to sell some rental properties. I want to use it to buy other types of investment real estate, but I’m not sure I’ll find the right replacement property in time to do the 1031 exchange. Any tips?”  Discover the timelines and details of a 1031 exchange that can help real estate investors move money from one like-kind property to another while deferring capital gains tax.

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“Hey Mike, I work with a financial advisor, but he doesn’t charge me anything. That doesn’t seem right. Can you help me figure out what I am paying in fees?” Discover the different ways financial professionals (advisors or agents) make money so you can better spot potential conflicts of interest. 

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

“Hey Mike, does the 60/40 work in retirement?” Discover how the 60/40 stock/bond fund portfolio came to be and why it may be time to make a few updates to your portfolio. 

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

“Hey Mike, do all financial advisors do basically the same thing?” Discover the tricky nuance the role of a financial advisor plays when it comes to your financial planning and money management. 

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

“Hey Mike, I just got my taxes done. Any recommendations on things to look for in a return?” Discover the many ways your 1040 can help guide you on how to approach this year when it comes to your investments and financial decisions.

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

“Hey Mike, how do you find the best investments or products?” Discover how to vet various investments or products and why internal research may be better than taking those who sell those investments or products at their word.  

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

“Hey Mike, I’m 47 years old and finally have extra cash flow to start saving. Where should I start?” Discover where to save your money so you can get things in order in preparation for retirement. 

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“Hey Mike, should life insurance be a part of a retirement plan?” Discover when it may make sense and when it doesn’t make sense to include life insurance in your retirement preparation and plan. 

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

“Hey Mike, I’m concerned about the market. Are there other places I can park my money until things settle down?” Discover the different ways you can protect assets or hedge against the stock market in or near retirement while also positioning yourself for upside potential to help keep up with inflation. 

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

“Hey Mike, in what situation would I need to worry about IRMAA, and what can I do to avoid those surcharges?” Discover ways to incorporate IRMAA (Income-Related Monthly Adjustment Amount) minimization into your tax and healthcare plan.

Text your questions to 913-363-1234.

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