How to Retire on Time – Détails, épisodes et analyse

“Hey Mike, how do you go through the process of selling a business?” Discover the steps you may want to take before you put your business up for sale so you can potentially get more money out of the sale.

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’m having a hard time understanding how income works in retirement. I don’t have a pension. Can you explain how people generate income in retirement and why they pick certain strategies?” Discover the benefits and detriments of various income strategies that you can implement from your 401k when you retire.

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I feel like I am taking too much risk but keep getting reassured that I am fine. Can you expand on how to self-assess the appropriate amount of risk a person should take?” Discover why taking a suitability intake questionnaire may not be enough and what you can do to help find the right risk balance in your portfolio. 

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’ve been reading about indexed-universal life insurance and how it can be a tax-efficient income stream in retirement. I can’t find the downside. What am I missing?” Discover the benefits and detriments of indexed universal life insurance when it comes to your retirement plan. 

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how often should a person review and rebalance their portfolio?” Join Mike and David as they discuss when it may make sense to rebalance and when it may make sense to leave your portfolio alone. 

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how should self-employed people save for retirement? For example, should we fund SEP-IRAs? SIMPLE IRAs? It’s a bit confusing, at least for me.“ Discover different ways you can save for retirement if you are a small business owner.

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, how can you recommend annuities and call yourself a fiduciary? They are full of fees and make insurance companies rich while you get little, if any, back.” Discover the reality of annuities sales and what is going on behind the scenes. 

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Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, can you define what ‘like-kind’ means when it comes to 1031 exchanges?“ Discover various investment options for those who are trying to get out of their investment real estate but don’t want to pay an arm and a leg in taxes.

Text your questions to 913-363-1234.

Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, everyone says they do tax planning, but very few people talk about anything beyond IRA to Roth conversions. Is that really all tax planning is?” Discover what you should expect when it comes to tax planning in retirement. 

Text your questions to 913-363-1234.

Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

“Hey Mike, I’ve had an annuity for a few years, and it hasn’t grown much. What are my options and can I get out of it without paying taxes or a surrender penalty?” Discover why some annuities can’t grow their cash value and what you can do about it. 

Text your questions to 913-363-1234.

Request Your Wealth Analysis by going to www.yourwealthanalysis.com.