How to Retire on Time

“Hey Mike, I’m about to sell my business and have no idea how to convert the sale into a retirement plan. What should I do?” Discover a few tax strategies to consider before you put your business up for sale. 

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

“Hey Mike, should I pay off my mortgage before I retire?” Discover when it makes sense to pay off your mortgage when you retire and when it doesn’t make sense. The answer may surprise you.

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

“Hey Mike, I’m concerned about the election. Do you have any thoughts?” Discover Mike’s opinion on why the election may affect the economy less than you think. Remember, all businesses will try to grow, regardless of the winner of the election.

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

“Hey Mike, I have already signed up for a new Medicare plan but might want to change it. Can you do that and if so, how do you do that?” Discover the in’s and out’s of exploring and adjusting your Senior Healthcare plans during open-enrollment season. 

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

“Hey Mike, what strategies can you implement to help prepare for a possible drop in Social Security benefits?” Discover what you can do now in preparation for the potential decrease in Social Security benefits. 

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

“Hey Mike, can you break down the differences between Social Security, a pension, and an annuity?” Listen to an honest comparison of Social Security, pensions, and annuities, when it makes sense, and how they can affect your tax planning. 

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

“Hey Mike, can you explain how picking a Medicare plan can affect my taxes? I don’t believe that’s a true statement.” Discover some commonly missed pitfalls in retirement when it comes to healthcare and taxes. 

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

“Hey Mike, how do you plan so you don’t run out of money?” Discover the reality of retirement planning and how you can’t not take risks. This episode covers various ways to approach your retirement in an effort to decrease risk while maintaining lifestyle flexibility for the future. 

Text your questions to 913-363-1234.

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

“Hey Mike, I’ve never worked with a financial professional before. What should I expect?” Discover potential red flags you can identify in the first appointment and what a first appointment should look like. 

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

“Hey Mike, I’m in my 40s and trying to prepare for retirement. What tips would you give someone in my position?” Discover what can do to help you have more investment options and potentially be more strategic in the growth of your assets as you prepare to retire on time. 

Text your questions to 913-363-1234.

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