Financially Fit

Are You Clinging To False Hope?

Are you retirement ready? Do you just plan to cross that bridge when you come to it? This week we look at some places where false hope can leave us in a position we truly do not want to be in. The good news is it's something we can remedy with proper planning and conversations with a financial advisor.

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Classic Rookie Mistakes

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

You Say One Thing, But You Do Another

We’ve found that—for a lot of people—what they say and what they do don’t necessarily match. Let’s look at some examples in the financial world where you might be saying one thing, but your behavior indicates something different, and you don’t even realize it.

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Traditional Vs Roth IRA

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Financial “Strategies” That Just Don’t Work

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them).

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Hidden Gems In Your Retirement Plan

If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long.

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

How To Avoid Critical Retirement Planning Mistakes

Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Active Vs Passive Management

Many people can get these two styles of investing confused, but today we look to gain clarity on these two terms. We talk about the main differences between an active versus passive management strategy and the situations that are suitable for each strategy.

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Financial Truths

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.

Helpful Info:

Kyle's website: https://mokanfinancial.com/

Phone: 913-257-3991

Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

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