The Retirement Pilot

Accidents happen as we all know, but is your retirement safe from a lawsuit should you be deemed at fault? Steve shares his thoughts and a story about how to protect your retirement from the very plausible accident lawsuit.

Important Links:

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

Call: 913-685-3207

This week we catch up on some great questions from listeners to the podcast. We cover the differences between a Roth and 401(k), keeping capital gains taxes low, and much more.

Important Links:

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

Call: 913-685-3207

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

Important Links:

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

Call: 913-685-3207

Having your legal documents or beneficiary designations out of date can often lead to financial disaster. Thankfully, these are very easy items sort out with a financial advisor.

Important Links:

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

Call: 913-685-3207

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.

Important Links:

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

Call: 913-685-3207

As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.

Important Links:

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

Call: 913-685-3207

Sometimes numbers, figures, and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement.

Important Links:

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

Call: 913-685-3207

Let’s see what lessons can be learned from the most famous market crashes in United States history.

Important Links:

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

Call: 913-685-3207

Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? A couple of older lifestyle types have been making a comeback.

Important Links:

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

Call: 913-685-3207

You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

Important Links:

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

Call: 913-685-3207