x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

How to Retire on Time

Welcome to How to Retire on Time, a show that answers your retirement questions. Say goodbye to the oversimplified advice you"ve heard hundreds of times. This show is about getting into the nitty-gritty so you can make better decisions as you prepare for retirement. Text your questions to 913-363-1234 and we"ll feature them on the show. Don"t forget to grab a copy of the book, How to Retire on Time, or check out our resources by going to www.retireontime.com.

education how to

All Episodes

6:28

How Often Should You Rebalance Your Portfolio

How to Retire on Time ·

2024/10/02

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

en

12:15

Breaking Down Retirement Savings Plans for...

How to Retire on Time ·

2024/10/01

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

en

14:04

Addressing a Potential Conflict of Interest in...

How to Retire on Time ·

2024/09/30

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

en

9:59

1031 Exchange Options for Those Trying to Sell Their...

How to Retire on Time ·

2024/09/27

“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.

en

20:47

The Difference Between Basic Tax Planning and...

How to Retire on Time ·

2024/09/26

“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.

en

16:48

What to do With Your Annuity When it Struggles to Grow

How to Retire on Time ·

2024/09/25

“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.

en

7:13

Why a Pension Might Not Be Enough for Retirement (and...

How to Retire on Time ·

2024/09/24

“Hey Mike, how do you plan for retirement if you have a lifetime pension?” Discover risks around the pension and what you could do about it to help prepare for your lifestyle needs in the future.Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

14:47

Why the National Debt Should Concern Those on a Fixed...

How to Retire on Time ·

2024/09/23

“Hey Mike, are you concerned about the national debt? Also, how will the debt affect the markets?” Discover why that national debt should concern those who are buying annuities for guaranteed income for life. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

10:23

Why the Rule of 100 May Not Make Sense in Retirement

How to Retire on Time ·

2024/09/20

“Hey Mike, I am 60 years old and am being told that I should have 60% of my money in bond funds. When I ask why, I don’t feel like I get a straight answer. Do you agree with this proposal?“ Discover why it may not make sense to continue to grow your bond fund exposure as you get older. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

11:12

Why an Advisor May be Your Spouse’s Back-Up Plan

How to Retire on Time ·

2024/09/19

“Hey Mike, I have always managed my assets on my own. At some point, I know I won’t have the energy or interest to continue to manage my assets. How does someone vet an advisor and then slowly turn things over to that advisor?” Discover how to create a potential backup plan for your spouse when you pass or struggle to maintain your portfolio management. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

17:09

What to Expect in a Decreasing Interest Rate Environment

How to Retire on Time ·

2024/09/18

“Hey Mike, how do you expect the Fed decreasing rates will affect the markets and economy?” Discover how the market and your investments could be affected by decreasing interest rates. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

10:37

Ways to Potentially Lower Your Risk Without Losing...

How to Retire on Time ·

2024/09/17

“Hey Mike, I know I am taking too much risk, but I can’t seem to get myself to be OK with anything that is illiquid. Are there other ways I can fund a reservoir without losing my liquidity?” Discover different ways you can potentially lower your market risk when losing liquidity is an issue. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

15:05

10 Ways You Can Generate Income in Retirement

How to Retire on Time ·

2024/09/16

“Hey Mike, I am trying to figure out how to generate income in retirement, but everyone I talk to who says they specialize in income planning sells annuities. What other ways are there to plan income in retirement?” Discover 10 ways you can generate income in retirement and how you can potentially blend them for income diversification. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

12:18

What Every Spouse Needs to Know Before Their Spouses...

How to Retire on Time ·

2024/09/13

“Hey Mike, my husband has become very ill and is not expected to live much longer. He has lived a wonderful life and will be missed. Among the many things I am concerned about as a soon-to-be-widow, I am most concerned about how to handle the finances when he passes. Any general advice?” Discover what you should expect when your spouse passes away in retirement.Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

20:12

Decoding What’s Really Happening at Many Retirement...

How to Retire on Time ·

2024/09/12

Have you ever received an invitation to a dinner event that will discuss retirement preparation? Have you ever wondered what is really going on? Listen in as Mike exposes why many financial professionals do these events, what’s in it for them, and what’s really behind many of the common talking points.Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

8:22

Why Long-Term Care Insurance is Problematic

How to Retire on Time ·

2024/09/11

“Hey Mike, what do you think of long-term care insurance?” Discover why Mike says “If you need it, you probably can’t afford it and if you can afford it, you probably don’t need it.” Learn about alternative ways you can prepare for your future healthcare.Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

12:58

How to Strategically Liquidate Your Delaware...

How to Retire on Time ·

2024/09/10

“Hey Mike, if I were to get into one of these DSTs, how would I get out?” Discover the various ways you can get into a DST and your various strategies on transitioning your assets, tax efficiently, to other investments or products.Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

10:31

Why Qualified and Non-Qualified Accounts Should Have...

How to Retire on Time ·

2024/09/09

Hey Mike, why do you recommend active management for IRAs and Roths and passive management for TOD accounts? Discover why you may want to manage your qualified accounts differently than your non-qualified accounts when it comes to growth strategies.Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

15:34

How to Determine How Much of Your Portfolio Should Be...

How to Retire on Time ·

2024/09/08

“Hey Mike, I just read your Kiplinger Article titled Five Ways to Lower Your Risk in Retirement that was published this morning. I want growth and protection, but I’m concerned about not having enough liquidity. How do you find the right balance?” Discover why it’s hard to design a portfolio and determine how much protection you should have without putting together a plan first. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

7:00

Why It Takes More Than a Dollar Amount to Know When...

How to Retire on Time ·

2024/09/07

“Hey Mike, how much do you need to comfortably retire?” Discover the nuance of trying to figure out if you can afford to retire. Hint, it’s more than a dollar amount in your accounts. Text your questions to 913-363-1234.Request Your Wealth Analysis by going to www.yourwealthanalysis.com.

en

368 results

Similar Podcasts

Science Talk

Albert Einstein College of Medicine

五分钟心理学

柠檬心理

Daily Facts

Amalia Dupray and Montgomery Jones.

Les dents et dodo

BFMTV

Veterinary Clinical Podcasts

The Royal Veterinary College