How to Retire on Time

“Hey Mike, is it better to do IRA to Roth Conversions at the beginning of the year or the end of the year?” Discover when it makes sense to do IRA to Roth Conversions at the beginning of the year and when it makes sense to do them at the end of the year. 

Text your questions to 913-363-1234.

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

Hey Mike, where are you investing during these volatile times? Discover how Mike is navigating these turbulent market conditions. 

Text your questions to 913-363-1234.

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

"Hey Mike, how do you optimize Social Security?" Discover how your Social Security benefits could affect your portfolio, income plan, tax plan, estate plan, and more.

Text your questions to 913-363-1234.

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

“Hey Mike, if we have changed careers once or twice and now have multiple 401(k)s. What do you recommend we do with them? Let’s assume one of them rolled over into an IRA.” Discover when it makes sense to roll funds out of old 401(k)s and when it makes sense to keep funds in old 401ks. 

This is our 200th episode! Thank you all for listening!

Text your questions to 913-363-1234.

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

“Hey Mike, I know you don’t like lifetime income, but if you were to recommend a product, which one would it be?” Discover the different options for lifetime guaranteed income and why the option talked about the least may be the best option for you. 

Text your questions to 913-363-1234.

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

“Hey Mike, how do you increase growth as a conservative investor?” Discover why you are compensated for the risk you are willing to take while correctly defining what risk is within the investment world.

Text your questions to 913-363-1234.

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

“Hey Mike, I am married and my spouse has suggested I go back to work part-time in retirement, both for income and to stay busy. What are some things I should consider before doing so?” Discover why hams are not made to sit around and play all day. In this episode, Mike dives into how to design a purpose-driven retirement plan so that you can have a potentially smooth transition into your best years. 

Text your questions to 913-363-1234.

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

“Hey Mike, what’s the difference between an ETF and a Mutual Fund?” Discover what is really going on when you invest in a mutual fund or ETF, and why they may be doing the job of your advisor. 

Text your questions to 913-363-1234.

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

“Hey Mike, which is worse in retirement: taxes or inflation?” Discover why Mike believes inflation is more of a risk than taxes when it comes to retirement planning and longevity. 

Text your questions to 913-363-1234.

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

“Hey Mike, what does a ‘diversified portfolio’ look like?” Discover why Mike believes broad diversification is not as good as many would suggest, as he dives into the details of what it means to diversify by objectives. 

Text your questions to 913-363-1234.

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