“Hey Mike, how would you plan differently if you had someone with $2 million in an IRA vs someone with $2 million in a brokerage account?” Discover how your retirement plan and strategies can change based on how much you have in pre-tax, after-tax, and tax-free accounts. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com
“Hey Mike, what’s the difference between a DST and a REIT?” Discover various investment options that may make sense to have in your retirement portfolio. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com
“Hey Mike, how does someone figure out how much income they need in retirement?” Discover how to break down your pre-retirement expenses and your post-retirement expenses so you can plan for the lifestyle you want in retirement. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com
“Hey Mike, every time I’ve entertained working with an advisor, they recommend funds that I could have gotten on my own. Is there any difference between what advisors can offer and what we can get on our own?” Discover investments and products that you can only get through an investment advisor or licensed insurance agent and why it may make sense to explore other marketplaces with them. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com...
“Hey Mike, I don’t want to buy Long-Term Care insurance. What other ways could I prepare for future healthcare costs?” Discover the various health risks many miss and how to plan for them. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com .
“Hey Mike, I’m a landlord who’s stuck with my properties because I don’t want to pay the taxes. Is there any way out?” Discover why some retirees may be overestimating the return on their real estate investments. Mike breaks down the details while sharing various exit strategies for those who don’t want to be a landlord anymore. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com ....
“Hey Mike, what advice do you have for teens and their retirement?” Discover an intuitive concept that may allow you to save enough to pay for the majority of your retirement before you graduate college. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com .
“Hey Mike, if I can get dividends at around 8% per year, then why would I do anything else?” Discover various risks many miss when it comes to dividend income in retirement. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com .
“Hey Mike, what’s the best way to deal with a company stock that has a low basis?” Discover what “Net Unrealized Appreciation” is and how it may be a good tax strategy for you when you get ready to retire. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com .
“Hey Mike, if I fund my Reservoir, can I afford to take more risk with the other parts of my portfolio?” Discover why having some assets protected, aka the Reservoir, can enable you to take more risk elsewhere in your portfolio (if you want). Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, how can you really know if you can afford to retire or not?” Discover how to put together an efficient retirement plan designed to last longer than you®, while recognizing that there are a lot of unknowns. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, what is the best option for your reservoir?” Discover the various ways to fill your reservoir based on the needs of your plan. Understand all the benefits and detriments associated with products and investments such as CD’s, Treasuries, annuities, and more. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, how do you know what to sell within your portfolio in order to generate income?” Discover how to implement efficient income strategies during retirement so that you know what accounts to draw income from when it comes to your account balances and tax implications. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, how do you feel about shorting the market?” Discover the significant risks associated with the trading strategy known as “shorting.” Listen as Mike explains why your investment objective as you approach retirement is to stay rich, not to get rich. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, how do you get rid of risk in retirement?” Discover the truth behind retirement and the various risks you may experience. There’s no way to completely get rid of risk in retirement or in life in general. Listen to Mike discuss how to address the risks that will keep you up at night while living with the risks that you are comfortable taking. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, why did mortgage rates go up after the Fed dropped rates?” Discover how the Fed’s rate works and why it is not correlated to mortgage rates, as many would assume. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, when do you start doing tax planning?” Discover various tax planning strategies you can implement based on your age and objectives. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, is it ever OK to dip into your principal?” Discover various ways to generate income and when it may make sense to dip into your principal. Hint: there are many variables that should be accounted for when considering the right path for you. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, I want to work with a financial advisor, but none of them seem to be able to beat the magnificent seven. If that’s true, why would I ever change what I have in my portfolio?” Discover the wisdom behind why professional financial advisors don’t go all in on a couple of stocks and why you may want to lower your exposure to the Magnificent Seven. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, how do people manage their income in retirement? As in, do they get it once a year and have to spread it out? Do people get monthly checks?” Discover the mechanics of pulling income from your assets and turning it into monthly checks, like what you experienced in your previous job. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, can you break down the four strategies you use when investing in the stock market?” Discover the differences between absolute return models, fundamental analysis, momentum models, and indexing when you consider growth strategies for your portfolio. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, how do people navigate healthcare before they qualify for Medicare?” Discover the ins and outs of your health insurance options before you qualify for Medicare. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, how do you feel about Buffered ETFs? Would they work as a part of the reservoir strategy? Discover how buffered ETFs work and when they may make sense to include in your overall portfolio. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, what’s something you’ve learned over the years that changed how you invest people’s money?” Listen to Mike share his journey as he continued to challenge ideas and strategies that he was taught early on in his career as he pursued truth, and what was really best for the client. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, is a three year reservoir enough for retirement?” Discover the risks associated with having a smaller reservoir and why you may want to consider putting up to 60% of your assets in investments or products that offer principal protection when you retire. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, what is a good rate of return projection for a retirement plan?” Discover why the past few years of growth may not be the right indicator on how much you should expect in your portfolio growth over the next 30 years. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, do pensions affect when I file for Social Security?” Discover when your pension may cause you to delay your Social Security benefits until full-retirement age or later. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, do you or do you know someone who reviews portfolios for a flat fee?” Discover why it may not make sense to have a flat-fee advisor look over your portfolio for advice on your positions. Mike dives into the importance of strategies over positions. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
“Hey Mike, why do people put money in bonds and bond funds when equities do so well?” Discover the often missed risks associated with an equities (stocks) focused portfolio and why you may want to include other markets or assets classes when designing your portfolio for retirement. Text your questions to 913-363-1234. Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Join Mike, David, and other special guests as they discuss the importance of being charitable in your everyday life. From acts of kindness to monetary help, it all counts. Guests include Tammy Reid, Amy Cox, and Cindy McDavitt. Remember, charitable gifting is more than just a tax deduction… Charities highlighted in this episode: https://givingmachineskc.org/ https://flourishfurniturebank.org/ Text us at 913-363-1234 for more information about any of the charities mentioned in the show, or to fin...
