The Retirement Pilot

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.

Important Links:

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

Call: 913-685-3207

Today we have a chat with the Vice President of KCG Incorporated, Jeff Butts. Like many companies, KCG has had to adjust in order to get through the COVID-19 pandemic. Steve talks to Jeff about how the pandemic has affected the drywall industry, what they have done to combat the effect, and what changes might be here to stay.

Phone Number: 913-438-4142

Email: [email protected]

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.

Important Links:

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

Call: 913-685-3207

Kim Wells is the National Marketing Director of Juice Plus. The primary goal of Juice Plus is to inspire healthy living around the world. It can be difficult to get the daily recommended amount of fruits and vegetables in, so they created products to help people fill in those nutritional gaps. Steve talks to Kim about how she got involved with Juice Plus and what separates them from other supplement companies.

Phone Number: 913-593-7939

Website: kimwells.juiceplus.com

Email: [email protected]

There’s a popular podcast called Stuff You Should Know, where they break down things like how sneezing works. Typically, it doesn’t have anything to do with the financial world. On today’s show, we’ll embrace the concept of “Stuff you should know”, but all based in the financial realm.

Important Links:

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

Call: 913-685-3207

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.

Important Links:

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

Call: 913-685-3207

Mike Bryant is the owner of his own heating and air conditioning company that serves Olathe and the greater Kansas City area. Steve talks with Mike about the technological advances in the HVAC industry and the importance of sticking to what you know. 

Phone Number: 913-441-7807

Website: mikebryanthvac.com

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.

Important Links:

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

Call: 913-685-3207

Dr. Kerry Johnson is an MBA, Ph.D business psychologist. Dr. Johnson is a best-selling author who has written 14 books and is a widely known public speaker. In his practice, he helps business owners find where they want to go, what their obstacles are, and he sets up pathways in order to keep them accountable. Steve and Dr. Johnson discuss some effective methods for client care and also being able to meet people's needs when pitching a product.

Phone Number: 714-368-3650

Website: https://www.kerryjohnson.com/

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.

Important Links:

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

Call: 913-685-3207