Retirement Planning’s “Hidden” Questions

10/19/23 • 14 min

The 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 can you safely withdraw from your retirement savings each year?
Do you really need life insurance in retirement?
The hidden costs and gaps in Medicare coverage
Understanding the true costs and fees associated with your investments

We hope you enjoy the show!
Helpful Info:

Kyle's website: http://www.mokanwealth.com/

Phone: 913-257-3991

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Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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The implications of tax-deferred accounts and how they affect your retirement
How much can you safely withdraw from your retirement savings each year?
Do you really need life insurance in retirement?
The hidden costs and gaps in Medicare coverage
Understanding the true costs and fees associated with your investments

We hope you enjoy the show!
Helpful Info:

Kyle's website: http://www.mokanwealth.com/

Phone: 913-257-3991

Previous Episode

Are There Universal Retirement Truths? (PART 2)

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Retirement 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 the truths we’ll discuss in this episode:

Diversifying your investments across a mix of asset classes is essential for risk management.
Emotions can be an investor’s worst enemy.
Understanding the tax consequences of your investments is essential.
Retirement doesn’t mean complete disengagement from work.
Estate planning isn’t just for the wealthy.

We hope you enjoy the show!
Helpful Info:

Kyle's website: http://www.mokanwealth.com/

Phone: 913-257-3991

Next Episode

Money Mistakes You'll Regret and How to Avoid Them

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“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 “lifestyle creep”
Being mindful of overspending on your child's education
The risks that come with retiring early without a proper plan
The importance of your diversifying retirement savings across various tax buckets

Helpful Info:

Kyle's website: http://www.mokanwealth.com/

Phone: 913-257-3991