How to Retire on Time

 “Hey Mike, how do you turn your 401k into a retirement plan?” Discover how to create your retirement plan when most of your savings are in a 401k. Learn why Mike believes you should put a general plan together first, explore strategies second, and design the portfolio third.

Text your questions to 913-363-1234.

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

“Hey Mike, walk me through paying off my credit card debt versus maxing out my IRA contributions.” Discover the difference between good debt and bad debt in general and how it applies to retirement. 

Text your questions to 913-363-1234.

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

“Hey Mike, I'm considering delaying my retirement by a few years. What are the potential financial benefits and drawbacks of doing so?” Discover the non-financial reasons why you may want to delay your retirement. 

Text your questions to 913-363-1234.

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

“Hey Mike, what’s better? Caps, like on a buffered ETF, or participation, like on a structured note?” Discover the different ways you can make money with indexed products, like Buffered ETFs and structured notes. 

Text your questions to 913-363-1234.

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

“Hey Mike, I am 60 years old with $1,000,000 in my 401k. How much income can I get in retirement if I were to retire today?” Discover why seeking the right withdrawal rate may not be the right question. Learn why investments or products will shape your income more than other aspects of your plan and or portfolio. 

Text your questions to 913-363-1234.

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

“Hey Mike, can you share any indicators that would give us a heads up that the market is ready to start growing again?” Discover the danger of trading based on indicators, like moving averages, when you are still learning how to invest. 

Text your questions to 913-363-1234.

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

“Hey Mike, how can I avoid or reduce my taxes on RMDs?” Discover ways to prepare for and lower your RMDs so they do not become a tax or income problem later on in retirement. 

Text your questions to 913-363-1234.

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

“Hey Mike, can you share how you vet different investments?” Discover some of the strategies Mike uses when it comes to vetting investments and products.

Text your questions to 913-363-1234.

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

“Hey Mike, how do you optimize survivor benefits?” Discover how to optimize for survivor benefits and how to identify the risks associated with different strategies.

Text your questions to 913-363-1234.

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

“Hey Mike, how do you plan for monthly expenses and extra large purchases?” Discover how you can figure out your cash flow needs in retirement before you retire. 

Text your questions to 913-363-1234.

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