Avsnitt
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“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 -
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“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 -
“Hey Mike, in what situation would I need to worry about IRMAA, and what can I do to avoid those surcharges?” Discover ways to incorporate IRMAA (Income-Related Monthly Adjustment Amount) minimization into your tax and healthcare plan.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, are flat-fee advisors more trustworthy than advisors who take a commission?” Discover the conflicts of interest associated with different types of advisors.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, how do you include HSA plans in a retirement plan?” Discover various retirement planning strategies that can include your HSA.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, should target date funds be a part of my portfolio?” Discover the ins and outs of how target date funds work and if they are right for you or not.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, with Social Security taxes potentially going away, how does that affect Social Security optimization?” Discover how the new tax billing going through congress could cause retirees to adjust their tax minimization and Social Security optimization strategy.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I have some stocks that are down. Should I wait for them to recover, or should I just sell them and move on? Discover the nuance found when considering if you should sell a position at a loss or not.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, when I retire, I plan to move to a more affordable city. Any tips on what to look for and how to research this?” Discover various metrics to research and consider before you sell everything and move to your retirement destination.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, what are the benefits of working with a CFP?” Discover the benefits of working with a CFP while acknowledging that each CFP may have different opinions on how to put your retirement plan together. Join Mike as he encourages people to focus on the strategy first, and then the people behind the strategy second.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“Hey Mike, I heard the bonds are expected to do better than stocks over the next few years. How is that possible?” Discover the market risk known as the flat-market cycle and why it may make sense to diversify your assets in more than one market.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com - Visa fler
