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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.
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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?”
Text your questions to 913-363-1234.
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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.
Text your questions to 913-363-1234.
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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.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com -
“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.
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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.
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“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.
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“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.
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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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