How to Retire on Time

“Hey Mike, when does it make sense to file your taxes on your own versus having a professional file your taxes for you?” Discover when it makes sense to use a DIY tax preparation software and when it makes sense to hire a tax professional to help you prepare your tax returns.

Text your questions to 913-363-1234.

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

“Hey Mike, when would someone not want to do IRA to Roth conversions?” Discover when you may not want to convert some of your IRA assets to Roth.

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

“Hey Mike, can you explain what ‘timing the market’ really means, when it’s bad, and when it makes sense to make adjustments?”  Discover what timing the market really means. Also, learn about how to make adjustments within your portfolio when the market gets shaky.

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

It’s How to Retire on Time’s 100th episode. Thank you for joining us on this journey. Enjoy Mike and David reflecting on the past 99 episodes. Podcast listeners will also enjoy some generous giveaways. Offers only available until the end of 2024. Merry Christmas and Happy New Year!

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“Hey Mike, how do the wealthy get around paying taxes?” Discover many misconceptions about how the wealthy minimize taxes and what you can do to help minimize your taxes overall in retirement.

Text your questions to 913-363-1234.

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

“Hey Mike, what do you think of reverse mortgages?” Discover why Mike believes reverse mortgages should not be in your retirement plan.

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

“Hey Mike, I was told that I should turn my hobby into a business so I can lower my overall taxes each year. Is this legit?” Discover when it makes sense to make your hobby into a business that would allow you to deduct certain expenses, and when you should not make your hobby into a business in retirement. 

Text your questions to 913-363-1234.

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

“Hey Mike, is it true that you need $1.5 million saved to be able to retire?” Discover why arbitrary amounts of money saved as your goal may not be enough and where to look so you can determine if you have enough saved to be able to retire.

Text your questions to 913-363-1234.

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

“Hey Mike, what do you think of Private Equity as a source for retirement income?” Discover when it may make sense to include private equity or private credit (debt) in your portfolio and when it may not make sense.

Text your questions to 913-363-1234.

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

“Hey Mike, what’s something you see missing in many people’s plans when you first visit with them?” Discover risks you may not know exist when you plan your retirement with a stock/bond fund portfolio or with lifetime income from an annuity.

Text your questions to 913-363-1234.

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