The Retirement Pilot

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

Important Links:

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

Call: 913-685-3207

Steve Hahn owner of Carstar Metcalf joins us on this week's podcast. Carstar has around 27 insurance partners and if one of their clients get in an accident, Carstar will get a call, give them an estimate, and then repair what is damaged. Steve tells us why Carstar stands out from the competition and his opinion on the private equity firm that oversees Carstar.

Phone Number: 913-648-2886

Website: carstar.com

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

Important Links:

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

Call: 913-685-3207

We invite Steve Kuker to the podcast this week. Steve is the founder of Senior Care Consulting. His business helps families find the right senior care community for their loved ones. We discuss the rising trend of long term care and how Senior Care Consulting takes care of their clients.

Website: seniorcareconsulting.com

Today we sit down with Claudia Sophir, owner of Style Encore located in Overland Park. Style Encore is a women's clothing resale store where you can buy and sell gently used clothing. We discuss their unique business model and how they have had to pivot in the midst of COVID-19.

Website: https://www.style-encore.com/locations/overland-park-ks

What can we learn about money by exploring some quotes from the great Mark Twain?

Important Links:

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

Call: 913-685-3207

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

Important Links:

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

Call: 913-685-3207

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, including some financial advisors, believe in them).

Important Links:

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

Call: 913-685-3207

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Let’s take a look at some of Dave’s most popular advice and see if and when it makes sense for retirees and pre-retirees to disagree.

Important Links:

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

Call: 913-685-3207

Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.

Important Links:

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

Call: 913-685-3207