How to Retire on Time

“Hey Mike, is AI better than an advisor at making trades and managing a portfolio?” Discover how Wall Street has been using “AI” for decades and how it may not drastically change their abilities. Also, learn how the average investor may increase their risk by using AI for themselves without sufficient experience or understanding (the Dunning Kruger Effect). 

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“Hey Mike, should I be buying and holding stocks, or investing in cheap S&P 500 ETFs like SPY and VOO for the long term?” Discover the difference between buying individual stocks vs buying an index and holding it for a long-term period of time. 

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“Hey Mike, what are these “RMDs” I am hearing about, and how do they fit into my retirement income strategy?” Discover the potential tax inefficiencies caused by Required Minimum Distributions and various strategies you can implement to help take action now. 

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“Hey Mike, I want to retire to Mexico where the cost of living is less and the weather is great year round. What financial considerations do I need to make?” Discover some potential unknown risks associated with living abroad in retirement. This is not a comprehensive conversation, but more of a high-level starting point. 

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“Hey Mike, I am 60 and plan to retire in five years. My 401(k) is almost entirely equities; what moves should I be making to prepare for retirement?”

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“Hey Mike, how can an annuity offer a guaranteed withdrawal rate of 6.5% when we are told you should only take out 4% from your portfolio?” Discover the risks associated with lifetime income so you can prepare for those risks or move in another direction. Remember, there’s no such thing as a perfect investment, product, or strategy. 

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“Hey Mike, how much more can the market continue to grow?” Discover why Mike believes the future is bright and full of opportunity.

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“Hey Mike, I don’t like anything locked up for a long term period of time. What are my reservoir options?” Discover how to fund your reservoir/storehouse while maintaining more liquidity overall. There’s no such thing as a perfect investment, product, or strategy. Learn how to blend liquidity, growth potential, and protection in a portfolio that works for you.

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“Hey Mike, how do you plan for taking care of your parents during your own retirement?” Discover some of the financial and non-financial conversations you may want to have as you prepare to help a parent in need. 

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“Hey Mike, what sectors or stocks do you think are worth investing in right now?” Discover a couple of tricks that can help guide your research when you are looking for companies to potentially invest in.

Text your questions to 913-363-1234.

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