“Hey Mike, what’s the best way to deal with a company stock that has a low basis?” Discover what “Net Unrealized Appreciation” is and how it may be a good tax strategy for you when you get ready to retire. 

Text your questions to 913-363-1234.

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

“Hey Mike, if I fund my Reservoir, can I afford to take more risk with the other parts of my portfolio?” Discover why having some assets protected, aka the Reservoir, can enable you to take more risk elsewhere in your portfolio (if you want).

Text your questions to 913-363-1234.

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

“Hey Mike, how can you really know if you can afford to retire or not?” Discover how to put together an efficient retirement plan designed to last longer than you®, while recognizing that there are a lot of unknowns.

Text your questions to 913-363-1234.

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

“Hey Mike, what is the best option for your reservoir?” Discover the various ways to fill your reservoir based on the needs of your plan. Understand all the benefits and detriments associated with products and investments such as CD’s, Treasuries, annuities, and more.

Text your questions to 913-363-1234.

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

“Hey Mike, how do you know what to sell within your portfolio in order to generate income?” Discover how to implement efficient income strategies during retirement so that you know what accounts to draw income from when it comes to your account balances and tax implications.

Text your questions to 913-363-1234.

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

“Hey Mike, how do you feel about shorting the market?” Discover the significant risks associated with the trading strategy known as “shorting.” Listen as Mike explains why your investment objective as you approach retirement is to stay rich, not to get rich.

Text your questions to 913-363-1234.

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

“Hey Mike, how do you get rid of risk in retirement?” Discover the truth behind retirement and the various risks you may experience. There’s no way to completely get rid of risk in retirement or in life in general. Listen to Mike discuss how to address the risks that will keep you up at night while living with the risks that you are comfortable taking.

Text your questions to 913-363-1234.

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

“Hey Mike, why did mortgage rates go up after the Fed dropped rates?” Discover how the Fed’s rate works and why it is not correlated to mortgage rates, as many would assume.

Text your questions to 913-363-1234.

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

“Hey Mike, when do you start doing tax planning?” Discover various tax planning strategies you can implement based on your age and objectives.

Text your questions to 913-363-1234.

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

“Hey Mike, is it ever OK to dip into your principal?” Discover various ways to generate income and when it may make sense to dip into your principal. Hint: there are many variables that should be accounted for when considering the right path for you.

Text your questions to 913-363-1234.

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