How to Retire on Time

“Hey Mike, every time I’ve entertained working with an advisor, they recommend funds that I could have gotten on my own. Is there any difference between what advisors can offer and what we can get on our own?” Discover investments and products that you can only get through an investment advisor or licensed insurance agent and why it may make sense to explore other marketplaces with them.

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

“Hey Mike, I don’t want to buy Long-Term Care insurance. What other ways could I prepare for future healthcare costs?” Discover the various health risks many miss and how to plan for them.

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

“Hey Mike, I’m a landlord who’s stuck with my properties because I don’t want to pay the taxes. Is there any way out?” Discover why some retirees may be overestimating the return on their real estate investments. Mike breaks down the details while sharing various exit strategies for those who don’t want to be a landlord anymore. 

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

“Hey Mike, what advice do you have for teens and their retirement?” Discover an intuitive concept that may allow you to save enough to pay for the majority of your retirement before you graduate college.

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

“Hey Mike, if I can get dividends at around 8% per year, then why would I do anything else?” Discover various risks many miss when it comes to dividend income in retirement.

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

“Hey Mike, what’s the best way to deal with a company stock that has a low basis?” Discover what “Net Unrealized Appreciation” is and how it may be a good tax strategy for you when you get ready to retire. 

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

“Hey Mike, if I fund my Reservoir, can I afford to take more risk with the other parts of my portfolio?” Discover why having some assets protected, aka the Reservoir, can enable you to take more risk elsewhere in your portfolio (if you want).

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

“Hey Mike, how can you really know if you can afford to retire or not?” Discover how to put together an efficient retirement plan designed to last longer than you®, while recognizing that there are a lot of unknowns.

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

“Hey Mike, what is the best option for your reservoir?” Discover the various ways to fill your reservoir based on the needs of your plan. Understand all the benefits and detriments associated with products and investments such as CD’s, Treasuries, annuities, and more.

Text your questions to 913-363-1234.

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

“Hey Mike, how do you know what to sell within your portfolio in order to generate income?” Discover how to implement efficient income strategies during retirement so that you know what accounts to draw income from when it comes to your account balances and tax implications.

Text your questions to 913-363-1234.

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