How to Retire on Time

“Hey Mike, can you explain the difference between an index, indexing, and an indexed investment?” Discover why each of these terms matters when you put together your retirement portfolio.

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“Hey Mike, what’s your opinion on the flat-fee advisors vs advisors who charge a percentage for a fee?” Discover the difference between different advisors, their fee structures, and which may be right for you.

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“Hey Mike, should I rollover my 401(k) into an IRA or just leave it where it is?” Discover what options open up when you roll over your employer-sponsored retirement account to an IRA.

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“Hey Mike, do I need life insurance in retirement?” Discover when life insurance may make sense in retirement and when you should steer clear.

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“Hey Mike, how are you planning for the potential decrease in Social Security benefits?” Discover strategies that can help you take a more proactive approach to potential changes in Social Security.

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“Hey Mike, I’m three years away from when I want to retire. My portfolio is 100% equities. How should my portfolio change as I approach retirement?” Discover what changes retirees may want to make as they approach retirement. 

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“Hey Mike, do you recommend the 60/40 portfolio for a retiree, or do you follow the rule of 100?” Discover risks associated with traditional portfolio strategies for retirees and why you may want to consider implementing Kedrec’s Reservoir as a part of your plan and portfolio.

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“Hey Mike, how would you plan differently if you had someone with $2 million in an IRA vs someone with $2 million in a brokerage account?” Discover how your retirement plan and strategies can change based on how much you have in pre-tax, after-tax, and tax-free accounts.

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“Hey Mike, what’s the difference between a DST and a REIT?” Discover various investment options that may make sense to have in your retirement portfolio. 

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“Hey Mike, how does someone figure out how much income they need in retirement?” Discover how to break down your pre-retirement expenses and your post-retirement expenses so you can plan for the lifestyle you want in retirement.

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