The Retirement Pilot

Your 401(k) can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403(b)...or TSP...or 457)...

Important Links:

Steve's Website: http://wealthpartnerskc.com

Get To Know Steve: http://meetmyadvisorsteve.com/

Call: 913-685-3207

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Get To Know Steve: http://meetmyadvisorsteve.com/

Call: 913-685-3207

On this episode, Steve will discuss some top issues in the current financial landscape. He will go over rising interest rates, inflation, and wages.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Get To Know Steve: http://meetmyadvisorsteve.com/

Call: 913-685-3207

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Get To Know Steve: http://meetmyadvisorsteve.com/

Call: 913-685-3207

Many investors are concerned about market volatility because of the Russia and Ukraine conflict that is going on. Steve will discuss some of the impacts that this event has had on the stock market and inflation.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Get To Know Steve: http://meetmyadvisorsteve.com/

Call: 913-685-3207

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Get To Know Steve: http://meetmyadvisorsteve.com/

Call: 913-685-3207

You might not be able to follow through on all of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Get To Know Steve: http://meetmyadvisorsteve.com/

Call: 913-685-3207

During this time of year when family is around and top of mind, it might be time to talk about what to do when we pass on. This is certainly a difficult conversations to have, but Steve will share some insight from his 25 years in the industry and some ways to navigate this topic. Steve will also be offering a complimentary white paper, or download to help you with these steps in an easy to understand format.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Call: 913-685-3207

It's Halloween time and you go to get candy only to pay more at the pump and in the candy isle. On this episode, we discuss if the inflation we are seeing is transitory and how it has affected our current economy.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Call: 913-685-3207

Depending on your answers, the questions we cover on today’s show might raise red flags about your finances. We've got the top 5 on this episode to look at.

Important Links:

Steve's Website: http://wealthpartnerskc.com

Call: 913-685-3207