How to Retire on Time

“Hey Mike, how do you feel about shorting the market?” Discover the significant risks associated with the trading strategy known as “shorting.” Listen as Mike explains why your investment objective as you approach retirement is to stay rich, not to get rich.

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“Hey Mike, how do you get rid of risk in retirement?” Discover the truth behind retirement and the various risks you may experience. There’s no way to completely get rid of risk in retirement or in life in general. Listen to Mike discuss how to address the risks that will keep you up at night while living with the risks that you are comfortable taking.

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

“Hey Mike, why did mortgage rates go up after the Fed dropped rates?” Discover how the Fed’s rate works and why it is not correlated to mortgage rates, as many would assume.

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

“Hey Mike, when do you start doing tax planning?” Discover various tax planning strategies you can implement based on your age and objectives.

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

“Hey Mike, is it ever OK to dip into your principal?” Discover various ways to generate income and when it may make sense to dip into your principal. Hint: there are many variables that should be accounted for when considering the right path for you.

Text your questions to 913-363-1234.

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

“Hey Mike, I want to work with a financial advisor, but none of them seem to be able to beat the magnificent seven. If that’s true, why would I ever change what I have in my portfolio?” Discover the wisdom behind why professional financial advisors don’t go all in on a couple of stocks and why you may want to lower your exposure to the Magnificent Seven.

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

“Hey Mike, how do people manage their income in retirement? As in, do they get it once a year and have to spread it out? Do people get monthly checks?” Discover the mechanics of pulling income from your assets and turning it into monthly checks, like what you experienced in your previous job. 

Text your questions to 913-363-1234.

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

“Hey Mike, can you break down the four strategies you use when investing in the stock market?” Discover the differences between absolute return models, fundamental analysis, momentum models, and indexing when you consider growth strategies for your portfolio.

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

“Hey Mike, how do people navigate healthcare before they qualify for Medicare?” Discover the ins and outs of your health insurance options before you qualify for Medicare.

Text your questions to 913-363-1234.

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

“Hey Mike, how do you feel about Buffered ETFs? Would they work as a part of the reservoir strategy? Discover how buffered ETFs work and when they may make sense to include in your overall portfolio.

Text your questions to 913-363-1234.

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