Retire Ready with Kyle Hammerschmidt
82 episodes - English - Latest episode: 13 days ago - ★★★★★ - 1 ratingMake sure you can Retire Ready with Kyle Hammerschmidt, the President of MOKAN Financial in Overland Park, KS. Kyle will teach you on each episode how to properly plan for retirement and your financial future. Learn about IRAs, 401ks, pensions, Social Security, and much more. Contact Kyle with any questions at https://mokanwealth.com or by calling 913-257-3991.
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Episodes
The 6 Steps To A Tax-Efficient Retirement Plan
April 16, 2024 19:00 - 24 minutes - 17 MBSummary In this episode of the Retire Ready Podcast, Kolin and Kyle discuss the importance of tax planning in retirement. They highlight the underappreciation of tax planning by pre-retirees and their financial advisors, and emphasize that the lack of tax planning can result in paying more taxes than necessary. The hosts provide six steps to building a tax-efficient retirement plan, including mastering provisional income, categorizing money by tax impact, strategizing the order of withdrawal...
Hiring A Financial Advisor: The 6 Biggest Mistakes to Avoid
April 09, 2024 16:00 - 19 minutes - 13.3 MBSummary In this conversation, Kyle and Kolin discuss the mistakes people make when hiring a financial advisor. They highlight 6 key mistakes and provide advice on how to avoid them. The mistakes include ignoring the importance of tax planning, not having a strategic investment plan, confusing fee-based and fee-only advisors, focusing on investments before comprehensive planning, relying on big financial firms for guidance, and not seeking a customized retirement plan. The conversation emphas...
Mailbag: Should I Take Social Security Now Or Wait Until I’m Done Working?
January 22, 2024 10:00 - 14 minutes - 9.92 MBThis week on the show, we’re diving into the mailbag to answer some recent listener questions that have landed in Kyle’s inbox. He will share his thoughts on these inquiries and share helpful tips for those of you who might’ve found yourself in a similar situation. Stay tuned to see what you can learn! Here are the questions we tackle in today’s show: I’m 67 and have reached full retirement age for Social Security, but I don’t plan on retiring soon. Should I go ahead and take it now becaus...
Money Mistakes You'll Regret and How to Avoid Them
November 02, 2023 09:00 - 16 minutes - 11.1 MB“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. Here’s some of what we discuss in this episode: Avoiding premature IRA withdrawals Spending too much in your peak earning years + being aware of “li...
Retirement Planning’s “Hidden” Questions
October 19, 2023 09:00 - 14 minutes - 9.71 MBThe retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement. Here’s some of what we discuss in this episode: The implications of tax-deferred accounts and how they affect your retirement How much ...
Are There Universal Retirement Truths? (PART 2)
September 28, 2023 09:00 - 14 minutes - 10.1 MBRetirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? We’ve split this list of 10 truths into two episodes, and part one focused on income planning, long-term care, investing, longevity and inflation. Today we close out the final five retirement truths by covering investing guidance, taxes, working in retirement, and estate planning. Here are t...
Are There Universal Retirement Truths? (PART 1)
September 14, 2023 09:00 - 12 minutes - 8.97 MBRetirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. We’ve broken it down into a list of 10 truths and we’ll tackle the first five in part one today. Here are the truths we’ll discuss in...
Exposing Retirement Planning Complaints
August 17, 2023 09:00 - 15 minutes - 11 MBIn this episode, we’re tackling some common complaints and fears that can arise during the retirement planning process. These complaints often include concerns about advisors taking too much risk, dissatisfaction with account growth, high fees, worries about Social Security not being enough to retire on, and more. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future. Here are some key tak...
Breaking Up is Hard: Navigating the Transition to a New Financial Advisor
August 03, 2023 09:00 - 14 minutes - 10.3 MBIn today's episode, we'll explore the sensitive and significant process of transitioning from one financial advisor to another. We'll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the right questions to ask, and crucial factors to consider when searching for a new financial partner. Join us as we explore the value of finding an advisor who aligns with your financial goals, offers personalized strategies, and provides emotional su...
Bad Money Habits Could Spoil Your Retirement Party
July 06, 2023 09:00 - 17 minutes - 11.7 MBPicture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because, with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success. Here's what we’ll discuss on today’s show: Being addicted to the rising stock market....
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
June 22, 2023 09:00 - 12 minutes - 8.73 MBDon’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k). Here's what we’ll discuss on today’s show: If you do not ha...
Dismantling 2023’s Top 10 Social Security Myths (Part 2)
May 25, 2023 09:00 - 13 minutes - 9.26 MBWe’ll be debunking common myths about Social Security and answering the questions you might be curious about. Since we have a list of 10 to break down, we’ll divide it up into two episodes so make sure you check out both. In part two, we’ll focus on who is eligible for benefits, how they get calculated, and how working will affect your benefit. Here are the myths we’ll discuss today: You can’t work and receive Social Security benefits at the same time. (1:30) Social Security benefits...
Dismantling 2023’s Top 10 Social Security Myths (Part 1)
May 11, 2023 09:00 - 13 minutes - 9.33 MBIn this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Since we have a list of 10 to breakdown, we’ll divide it up into two episodes so make sure you check out both. Here are the myths we’ll discuss today: The Social Security Administration will help you make the best decision about when to start your benefit. (2:17) You won’t get any Social Security if you’re a stay-at-home parent. (4:26) You won’t pay taxes on Soc...
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
April 27, 2023 09:00 - 17 minutes - 12.3 MBAre you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. Here are a few examples of what we’ll discuss today: The pros and cons of 401(k)s, 403(b)s, and 457 plans. (1:52) What is an IRA? (4:47) The pros and cons of FSAs and...
Top Ten Tax Questions For Retirees In 2023
April 26, 2023 21:00 - 16 minutes - 11.7 MBRetirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. In today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Join us today as we discuss these things: The tax implications of withdrawing money from different retirement accounts. (2:21) Do pensions get taxed differently than other forms of income...
The Smart Tax Roadmap
March 17, 2023 05:49 - 18 minutes - 12.8 MBToday, we're walking you through "The Smart Tax Roadmap" – six steps to building a tax-efficient retirement plan. Ultimately, we'll help show you how your different types of retirement income are taxed in different ways. Here's an overview of the steps: Master provisional income Categorize your money by tax impact Order your income withdrawals Measure your tax bracket capacity Deciding "Pay Now vs Pay Later" A plan for ongoing management We hope you enjoy the show! Investment adv...
The 5 Effects of Roth Conversions
March 10, 2023 17:52 - 13 minutes - 9.19 MBA Roth conversion is a process of moving funds from a traditional Individual Retirement Account (IRA) or a qualified retirement plan (like a 401k) to a Roth IRA. This conversion means that the account holder will owe income taxes on the converted amount, but once the conversion is complete, all future earnings and withdrawals from the Roth IRA will be tax-free. This can be a useful strategy for people who believe they may be in a higher tax bracket in the future or want to have tax-free retir...
Mailbag: Should I Pay Off My Mortgage Before Buying Rental Properties?
August 18, 2022 09:00 - 14 minutes - 9.67 MBWe answer some listener questions on today's episode. We will talk about if using your commissions is a good retirement saving strategy, being tax efficient, and if you should pay off your mortgage before investing in rental properties. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for pers...
Planning For Retirement’s Uncertainties
August 04, 2022 09:00 - 13 minutes - 9.61 MBThere are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized fin...
Are You A Risk Taker? How To See If Your Tolerance For Risk Matches Your Plan
July 07, 2022 09:00 - 16 minutes - 11.5 MBLet’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Read...
Spotting Red Flags When Picking An Advisor
June 23, 2022 09:00 - 13 minutes - 9.35 MBDo you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, and teach you how to spot them. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academ...
Secret To Retirement Success: Get Out Of Your Own Way
June 02, 2022 09:00 - 16 minutes - 11.6 MBThere are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on T...
Can I Retire At 55?
May 19, 2022 09:00 - 19 minutes - 13.4 MBA recent Yahoo! Finance article explored the idea of retiring early at the age of 55 to see if it was feasible. We’ll break down some of the issues facing folks who want to retire early on this episode, but for some additional fun let’s look at the comment section to see what questions and advice the peanut gallery has for us to consider. Yahoo Article: https://yhoo.it/3sI6isr Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http...
The Most Important Birthdays In Retirement Planning
April 21, 2022 09:00 - 15 minutes - 11 MBThere are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on...
Understanding Financial Jargon: Investment Terms You Should Know
April 07, 2022 09:00 - 13 minutes - 9.42 MBThere are some important terms you’re going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we’ll cover what they mean and what you should know on today’s episode. And don’t worry. We won’t go quite so far down the rabbit hole where we expect you to be able to explain how a company’s P/E ratio meshes with its Alpha and Beta ratings to determine how much stock you should buy. Helpful Info: Kyle's website: http:/...
Who Even Needs A Financial Advisor?
March 10, 2022 10:00 - 14 minutes - 10.3 MBSome people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Week...
Planning For Things We Can’t Predict
February 24, 2022 10:00 - 13 minutes - 9.19 MBThere are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more ...
Retirement Potpourri: Fill In The Blank
January 27, 2022 10:00 - 14 minutes - 10.2 MBTime for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financia...
Don’t Fumble Your Retirement In The Financial Red Zone
January 13, 2022 10:00 - 10 minutes - 7.54 MBIn football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approachi...
22 Money Resolutions for 2022, Part 2
December 30, 2021 10:00 - 16 minutes - 11.5 MBThis is part 2 to our resolutions for 2022. See if you might be able to implement a couple of these to kick off the new year in good, financial health. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our website Disclosure: MOKAN Wealth Management i...
22 Money Resolutions for 2022, Part 1
December 16, 2021 10:00 - 21 minutes - 14.8 MBYou might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We will go over the first 11 resolutions on today's show. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Acade...
Where Financial Advisors Drop The Ball
November 23, 2021 10:00 - 13 minutes - 9.63 MBWe see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only "managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newslette...
Handling Unreasonable Requests
November 11, 2021 10:00 - 16 minutes - 11.5 MBCertainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information o...
Financial Mistakes Couples Often Make
October 21, 2021 09:00 - 14 minutes - 9.99 MBGetting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our website Disclosure: MOKAN Wealth Man...
Spotting Red Flags In Your Finances
October 07, 2021 09:00 - 15 minutes - 10.9 MBDepending on your answers, the questions we cover on today’s show might raise red flags about your finances. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our website Disclosure: MOKAN Wealth Management is a registered investment adviser with the ...
Just What The Financial Doctor Ordered
September 02, 2021 09:00 - 14 minutes - 9.73 MBSo, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our website Disclosure: MOKAN Wealth Management is a reg...
Retirement Plan Customization Is King
August 19, 2021 17:00 - 13 minutes - 9.39 MBMost people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more informati...
Not Your Father’s Retirement
June 24, 2021 09:00 - 14 minutes - 10.1 MBIf you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our...
Learning Through Uncommon Sense
June 10, 2021 09:00 - 14 minutes - 10.3 MBAt first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financ...
Fact Or Fiction
May 13, 2021 09:00 - 13 minutes - 9.08 MBSometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity. Helpful Info: Kyle's website: http://www.mokanwealth.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: http://www.mokanwealth.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized f...
Flirting With Disaster
April 29, 2021 13:55 - 14 minutes - 9.7 MBLet’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our website Disclosure: MOKAN Wealth Management is a registered investment ad...
This Is Why You Never Assume
April 08, 2021 09:00 - 12 minutes - 8.37 MBWe often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our website Disclosure: MOKAN Wealth Management is a registered in...
March Madness Retirement Lessons
March 25, 2021 09:00 - 12 minutes - 8.97 MBIt’s an annual tradition! Well, except for 2020 when the tournament was cancelled. But it’s time to look at the NCAA tournament and see what kind of financial planning lessons we can learn from it. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our ...
Getting More Involved In Retirement Planning
March 11, 2021 10:00 - 14 minutes - 10.3 MBOn this episode, let’s go over some tips for how men, or women can get back in the game when it comes to involvement in the process of making financial decisions. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our website Disclosure: MOKAN Wealth M...
2021 Tax Tips Recap
February 25, 2021 10:00 - 16 minutes - 11.4 MBAs you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our websi...
Mailbag Show
January 21, 2021 10:00 - 18 minutes - 12.9 MBToday we answer some mailbag questions that have come into the show over the past few weeks. We discuss early Social Security, strategically using life insurance, and much more. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalized financial planning? Visit our website Disclosure:...
What Are The Three Qualities Of Money?
January 07, 2021 10:00 - 13 minutes - 9.61 MBIf you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quiet basic, but understanding these fundamentals can make an enormous difference in your financial life. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https:/...
A 5 Question Retirement Preparedness Quiz
December 03, 2020 10:00 - 17 minutes - 11.9 MBWant to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. We also spend a few minutes on variable annuities this week. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Looking for personalize...
How To Pick The Right Advisor
November 19, 2020 17:13 - 14 minutes - 9.94 MBA lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you. Helpful Info: Kyle's website: https://mokanfinancial.com/...
20/20 Hindsight
October 15, 2020 10:00 - 15 minutes - 10.6 MBJust like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/ Subscribe to The Retire Ready Weekly Newsletter Get more information on The Retire Ready Academy Lo...