How to Retire on Time

“Hey Mike, if you were 50 years old and planned to retire at 65, what would you do?” Discover various strategies to consider as you prepare to retire on time (60 years old or so).

Text your questions to 913-363-1234.

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

“Hey Mike, what do you think the market will do in 2025?” Discover what could happen in 2025 and how to prepare for multiple outcomes.

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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, I just heard that indexed universal life insurance is basically the perfect investment for a retiree. You say there’s no such thing as a perfect investment. What are the downsides of these IULs?” There’s no such thing as a perfect investment, product, or strategy. That includes Indexed Universal Life Insurance (IULs). Discover how they are sold, the benefits and detriments associated with this product, and how to determine if it is right for you or not. 

Text your questions to 913-363-1234.

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

“Hey Mike, I’m a widow of many years and am in love again. I want to marry my new sweetheart, but I’m concerned about the finances and my kids ability to get their inheritance when I go. Any guidance?” Discover a few potential financial problems that could happen if you were to remarry too soon in retirement.

“Hey Mike, I’m 56 and just lost my job. Everything I have saved is in my 401k. I think I have enough to retire, but there’s a 10% penalty if I take money out of an IRA. Is there any way around this?” Discover ways you may be able to generate income in retirement from your 401(k) even though you are not yet 59 ½ years old.

Text your questions to 913-363-1234.

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

“Hey Mike, I’m 50 years old and haven’t been able to retire. Is there anything I can do to accelerate my retirement preparation?” Discover how to prepare for retirement if you are starting late with your retirement savings.

Text your questions to 913-363-1234.

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

“Hey Mike, how do you believe Trump’s tariffs will affect the economy?” Discover the benefits and detriments associated with using tariffs as a tax on foreign goods and how it may affect your portfolio.

Text your questions to 913-363-1234.

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

"Hey Mike, I’m having a hard time bringing up my estate plan with my kids. I don’t want to create problems when I pass. Any tips?" Discover how to approach difficult estate planning topics with the kids so relationships are not destroyed when you pass.

Text your questions to 913-363-1234.

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

Hey Mike, if someone wanted a part of their retirement income guaranteed, what should they know as they shop around? Discover the various ways you can take income from an annuity when you retire.

Text your questions to 913-363-1234.

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