How to Retire on Time

“Hey Mike, what’s something you’ve learned over the years that changed how you invest people’s money?” Listen to Mike share his journey as he continued to challenge ideas and strategies that he was taught early on in his career as he pursued truth, and what was really best for the client.

Text your questions to 913-363-1234.

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

“Hey Mike, is a three year reservoir enough for retirement?” Discover the risks associated with having a smaller reservoir and why you may want to consider putting up to 60% of your assets in investments or products that offer principal protection when you retire. 

Text your questions to 913-363-1234.

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

“Hey Mike, what is a good rate of return projection for a retirement plan?” Discover why the past few years of growth may not be the right indicator on how much you should expect in your portfolio growth over the next 30 years. 

Text your questions to 913-363-1234.

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

“Hey Mike, do pensions affect when I file for Social Security?” Discover when your pension may cause you to delay your Social Security benefits until full-retirement age or later. 

Text your questions to 913-363-1234.

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

“Hey Mike, do you or do you know someone who reviews portfolios for a flat fee?” Discover why it may not make sense to have a flat-fee advisor look over your portfolio for advice on your positions. Mike dives into the importance of strategies over positions.

Text your questions to 913-363-1234.

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

“Hey Mike, why do people put money in bonds and bond funds when equities do so well?” Discover the often missed risks associated with an equities (stocks) focused portfolio and why you may want to include other markets or assets classes when designing your portfolio for retirement. 

Text your questions to 913-363-1234.

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

Join Mike, David, and other special guests as they discuss the importance of being charitable in your everyday life. From acts of kindness to monetary help, it all counts. Guests include Tammy Reid, Amy Cox, and Cindy McDavitt. Remember, charitable gifting is more than just a tax deduction…

Charities highlighted in this episode: 
https://givingmachineskc.org/
https://flourishfurniturebank.org/

Text us at 913-363-1234 for more information about any of the charities mentioned in the show, or to find out where the nearest giving machine is to you.

“Hey Mike, if the S&P averages 7%, then why would I not just put all my money in an ETF and take 6% each year?” Discover why retirement income planning is not simple and the risk you take when following oversimplified advice from social media influencers.

Text your questions to 913-363-1234.

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

“Hey Mike, what’s the Monte Carlo probability of success with your Reservoir strategy?” Discover the problems within the Monte Carlo simulation that may lead you to taking more risk than you realize.

Text your questions to 913-363-1234.

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

“Hey Mike, I’m getting pitched an IUL as a tax-free cash vehicle over doing IRA to Roth conversions. The growth potential is less than an IUL. What am I missing?” Discover when it may make sense to stick to funding your Roth IRA and when it may make sense to fund an Indexed Universal Life Insurance Policy (IUL).

Text your questions to 913-363-1234.

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