How to Retire on Time

In today's episode, Mike talks Social Security optimization. "If you file to early, your income could be hurting; if you file too late, you could be hurting your estate." Listen to find out the benefits and detriments of filing early, versus waiting until 70 to file. It may make sense for you to file early or late, depending on your lifestyle and legacy plans. 

Text your questions to 913-363-1234.

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

In today's episode, Mike lays out the case for the DIY investor, and also the benefits of working with a licensed financial professional. What kind of research can you do on your own? What does a licensed financial professional know, and have access to that you don't? Do you have a plan that's answering the questions that you may not know to ask? 

Text your questions to 913-363-1234.

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

On today's show, Mike breaks down some common retirement income strategies, and discusses the benefits and detriments of each. Some of the strategies mentioned in this episode include: cash value life insurance, universal life policies, CD's, Treasuries, Fixed Annuities, and Fixed Index annuities. Are you worried that your CD won't keep up with inflation if the Fed lowers rates? Listen to hear what Mike has to say about these income options, as retirees (or folks near retirement) try to balance principal protection with growth. 

Text your questions to 913-363-1234.

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