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“Hey Mike, do you have any favorite stocks that you can recommend?” Discover a simple methodology that can help you find and vet stocks as you put your portfolio together.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, how do you get out of a bad annuity? I need more liquidity but don’t want to pay the penalty…” Discover how to get out of an annuity that has low growth potential.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
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“Hey Mike, why do people buy life insurance for estate planning? Don’t they just pass on whatever is left over?” Discover when it makes sense and when it does not make sense to buy life insurance for your estate planning purposes.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, what do you do if you want to help your kids or grandkids?”Discover alternative ways to the 529 Plan when it comes to helping your kids and grandkids prepare for their future.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, how do you recover when the markets go down?” Discover how to handle, both emotionally and economically, a downturn in the market. Mike shares some insight on a few ways you may be able to cut your losses and move on to bigger and better opportunities.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, how do you know when your plan is perfect, or at least good enough?” Discover the real purpose behind a retirement plan and what you can do to help keep it in check.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, can you explain why some rates, like high-yield savings rates, are going down while other rates, like mortgages and auto loans, are still higher than normal?” Discover the reality behind the Federal Reserve, the Treasury, and the market.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, what do most people do if they want to retire before full retirement age–where do they get their income? How do they take care of their health insurance?” Discover how to bridge the healthcare gap between when you want to retire and when Medicare starts.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, what’s the story behind your company name?” Discover the story behind Kedrec Wealth and its simple philosophy.
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Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, how can I know if I am on track to retire on time?” Discover how much you should have saved and what your cash flow should look like at different stages of life.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, is there such a thing as too much debt as I approach retirement?” Discover when it makes sense to pay off debt before retirement and when it makes sense to keep it and let your assets stay invested. The answer may surprise you.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I’m about to sell some rental properties. I want to use it to buy other types of investment real estate, but I’m not sure I’ll find the right replacement property in time to do the 1031 exchange. Any tips?” Discover the timelines and details of a 1031 exchange that can help real estate investors move money from one like-kind property to another while deferring capital gains tax.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I work with a financial advisor, but he doesn’t charge me anything. That doesn’t seem right. Can you help me figure out what I am paying in fees?” Discover the different ways financial professionals (advisors or agents) make money so you can better spot potential conflicts of interest.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, does the 60/40 work in retirement?” Discover how the 60/40 stock/bond fund portfolio came to be and why it may be time to make a few updates to your portfolio.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I just got my taxes done. Any recommendations on things to look for in a return?” Discover the many ways your 1040 can help guide you on how to approach this year when it comes to your investments and financial decisions.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, how do you find the best investments or products?” Discover how to vet various investments or products and why internal research may be better than taking those who sell those investments or products at their word.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I’m 47 years old and finally have extra cash flow to start saving. Where should I start?” Discover where to save your money so you can get things in order in preparation for retirement.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, should life insurance be a part of a retirement plan?” Discover when it may make sense and when it doesn’t make sense to include life insurance in your retirement preparation and plan.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I’m concerned about the market. Are there other places I can park my money until things settle down?” Discover the different ways you can protect assets or hedge against the stock market in or near retirement while also positioning yourself for upside potential to help keep up with inflation.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com - Visa fler
