How to Retire on Time

“Hey Mike, what do you think of long-term care insurance?” Discover why Mike says “If you need it, you probably can’t afford it and if you can afford it, you probably don’t need it.” Learn about alternative ways you can prepare for your future healthcare.

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“Hey Mike, if I were to get into one of these DSTs, how would I get out?” Discover the various ways you can get into a DST and your various strategies on transitioning your assets, tax efficiently, to other investments or products.

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Hey Mike, why do you recommend active management for IRAs and Roths and passive management for TOD accounts? Discover why you may want to manage your qualified accounts differently than your non-qualified accounts when it comes to growth strategies.

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“Hey Mike, I just read your Kiplinger Article titled Five Ways to Lower Your Risk in Retirement that was published this morning. I want growth and protection, but I’m concerned about not having enough liquidity. How do you find the right balance?” Discover why it’s hard to design a portfolio and determine how much protection you should have without putting together a plan first.  

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

“Hey Mike, how much do you need to comfortably retire?” Discover the nuance of trying to figure out if you can afford to retire. Hint, it’s more than a dollar amount in your accounts. 

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

“Hey Mike, how do you do tax planning with a pension?” Discover an unusual tax minimization strategy for those who have pensions.  

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“Hey Mike, how do you think the election is going to affect the market going forward?” Discover why adjusting your portfolio around election predictions may not be a good idea. 

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

“Hey Mike, I’m working with two financial advisors right now. They always seem to contradict each other. Is that normal?” Discover how to navigate the confusing opinions of financial professionals so you can proceed with a plan that is right for you. 

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

“Hey Mike, I’m concerned the market will crash soon. What do you recommend people do before a market crash?” The answer may surprise you. Discover unconventional ways to prepare for a potential market crash. 

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

“Hey Mike, I read your Kiplinger article about Social Security optimization, but am unclear when I should file. I plan to retire at 62 and intend to file for Social Security when I retire. Should I change when I file?” Mike has a saying: "If you file too early, your income could be hurting; if you file too late, you could be hurting your estate." Listen to discover how taxes, income, etc., are all connected and can influence when you file. 

Text your questions to 913-363-1234.

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