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"Hey Mike, can I use CDs and Treasuries only for my reservoir?" Discover risks associated with CDs, Treasuries, and other fixed interest investments/products, and what you could do instead.
Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com
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"Hey Mike, how do you prepare for a potential currency collapse?" Discover places you could put your money in case the United States dollar continues to go down in value.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com
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"Hey Mike, can you breakdown how the Big Beautiful Bill will affect those in retirement?" Discover some of the ways the Big Beautiful Bill could affect your retirement for better and for worse based on what is in the current version.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com
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"Hey Mike, I’m concerned about the next market crash. I don’t want to try and time the market, but it still keeps me up at night. Any tips?" Discover the problems with trying to time the market or sitting in cash based on a feeling.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com
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"Hey Mike, do I really need $1.26 million dollars to retire comfortably?” Discover why you may be seeing random numbers and goals in financial services advertisements. Also, uncover the problem associated with these oversimplified claims and why you should dive into the details of your own financial situation.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com
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"Hey Mike, I have been retired for a number of years now. What are some ways retirees can stay active and engaged in their communities after leaving the workforce?" Discover some non-financial aspects of retirement that may need to be addressed if you want to live a long, healthy, and happy life.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com
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Hey Mike, My spouse and I have different ideas of how much risk we should be taking when it comes to investing our retirement funds. How can we find a balance that works for both of us?” Discover how to address a divide in risk tolerance and find a solution that works for all parties involved.
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Hey Mike, I just retired this month and have an outstanding retirement loan (against my 401k) with a balance of $8,000.00. The payment is $680.00 per month. I’d like to stop paying that. What is the best way to handle this outstanding balance - default or pay myself back with my portfolio?” Discover how to address if you should pay the loan off quickly or if it makes sense to pay it off slowly. Also, learn how to find the information needed to settle the balance.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com
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“Hey Mike, is AI better than an advisor at making trades and managing a portfolio?” Discover how Wall Street has been using “AI” for decades and how it may not drastically change their abilities. Also, learn how the average investor may increase their risk by using AI for themselves without sufficient experience or understanding (the Dunning Kruger Effect).
Text your questions to 913-363-1234.
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“Hey Mike, should I be buying and holding stocks, or investing in cheap S&P 500 ETFs like SPY and VOO for the long term?” Discover the difference between buying individual stocks vs buying an index and holding it for a long-term period of time.
Text your questions to 913-363-1234.
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“Hey Mike, what are these “RMDs” I am hearing about, and how do they fit into my retirement income strategy?” Discover the potential tax inefficiencies caused by Required Minimum Distributions and various strategies you can implement to help take action now.
Text your questions to 913-363-1234.
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“Hey Mike, I want to retire to Mexico where the cost of living is less and the weather is great year round. What financial considerations do I need to make?” Discover some potential unknown risks associated with living abroad in retirement. This is not a comprehensive conversation, but more of a high-level starting point.
Text your questions to 913-363-1234.
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“Hey Mike, I am 60 and plan to retire in five years. My 401(k) is almost entirely equities; what moves should I be making to prepare for retirement?”
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“Hey Mike, how can an annuity offer a guaranteed withdrawal rate of 6.5% when we are told you should only take out 4% from your portfolio?” Discover the risks associated with lifetime income so you can prepare for those risks or move in another direction. Remember, there’s no such thing as a perfect investment, product, or strategy.
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“Hey Mike, how much more can the market continue to grow?” Discover why Mike believes the future is bright and full of opportunity.
Text your questions to 913-363-1234.
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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.
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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.
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“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.
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“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 - もっと表示する
