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“Hey Mike, I don’t like anything locked up for a long term period of time. What are my reservoir options?” Discover how to fund your reservoir/storehouse while maintaining more liquidity overall. There’s no such thing as a perfect investment, product, or strategy. Learn how to blend liquidity, growth potential, and protection in a portfolio that works for you.
Text your questions to 913-363-1234.
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“Hey Mike, how do you plan for taking care of your parents during your own retirement?” Discover some of the financial and non-financial conversations you may want to have as you prepare to help a parent in need.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
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“Hey Mike, what sectors or stocks do you think are worth investing in right now?” Discover a couple of tricks that can help guide your research when you are looking for companies to potentially invest in.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, how do you turn your 401k into a retirement plan?” Discover how to create your retirement plan when most of your savings are in a 401k. Learn why Mike believes you should put a general plan together first, explore strategies second, and design the portfolio third.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, walk me through paying off my credit card debt versus maxing out my IRA contributions.” Discover the difference between good debt and bad debt in general and how it applies to retirement.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I'm considering delaying my retirement by a few years. What are the potential financial benefits and drawbacks of doing so?” Discover the non-financial reasons why you may want to delay your retirement.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, what’s better? Caps, like on a buffered ETF, or participation, like on a structured note?” Discover the different ways you can make money with indexed products, like Buffered ETFs and structured notes.
Text your questions to 913-363-1234.
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“Hey Mike, I am 60 years old with $1,000,000 in my 401k. How much income can I get in retirement if I were to retire today?” Discover why seeking the right withdrawal rate may not be the right question. Learn why investments or products will shape your income more than other aspects of your plan and or portfolio.
Text your questions to 913-363-1234.
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“Hey Mike, can you share any indicators that would give us a heads up that the market is ready to start growing again?” Discover the danger of trading based on indicators, like moving averages, when you are still learning how to invest.
Text your questions to 913-363-1234.
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“Hey Mike, how can I avoid or reduce my taxes on RMDs?” Discover ways to prepare for and lower your RMDs so they do not become a tax or income problem later on in retirement.
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“Hey Mike, can you share how you vet different investments?” Discover some of the strategies Mike uses when it comes to vetting investments and products.
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“Hey Mike, how do you optimize survivor benefits?” Discover how to optimize for survivor benefits and how to identify the risks associated with different strategies.
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“Hey Mike, how do you plan for monthly expenses and extra large purchases?” Discover how you can figure out your cash flow needs in retirement before you retire.
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“Hey Mike, is it better to do IRA to Roth Conversions at the beginning of the year or the end of the year?” Discover when it makes sense to do IRA to Roth Conversions at the beginning of the year and when it makes sense to do them at the end of the year.
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Hey Mike, where are you investing during these volatile times? Discover how Mike is navigating these turbulent market conditions.
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"Hey Mike, how do you optimize Social Security?" Discover how your Social Security benefits could affect your portfolio, income plan, tax plan, estate plan, and more.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, if we have changed careers once or twice and now have multiple 401(k)s. What do you recommend we do with them? Let’s assume one of them rolled over into an IRA.” Discover when it makes sense to roll funds out of old 401(k)s and when it makes sense to keep funds in old 401ks.
This is our 200th episode! Thank you all for listening!
Text your questions to 913-363-1234.
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“Hey Mike, I know you don’t like lifetime income, but if you were to recommend a product, which one would it be?” Discover the different options for lifetime guaranteed income and why the option talked about the least may be the best option for you.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, how do you increase growth as a conservative investor?” Discover why you are compensated for the risk you are willing to take while correctly defining what risk is within the investment world.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I am married and my spouse has suggested I go back to work part-time in retirement, both for income and to stay busy. What are some things I should consider before doing so?” Discover why hams are not made to sit around and play all day. In this episode, Mike dives into how to design a purpose-driven retirement plan so that you can have a potentially smooth transition into your best years.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com - Visa fler
