The Retirement Pilot

Social Security is often misunderstood and ill-planned for costing serious lost opportunity for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this episode, we will finish up our discussion on 5 common misunderstandings about Social Security. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

Social Security is often misunderstood and ill-planned for, costing serious lost opportunity for many Americans. Myths, rumors, and misunderstandings are pervasive in the world of Social Security. In this show, we’ll look to clear up 5 misunderstandings about Social Security. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

A lot of people get confused about some of these terms. Maybe they don’t understand the difference between the two, or maybe they don’t realize that there’s a difference at all. Steve will explain what each of these terms are and how people can get them confused with each other. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

On this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well done retirement plan. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

Market volatility became the norm in 2022. Are we in for more of the same in 2023? We’ll talk about the market outlook for the next 12 months, plus share tips on how you can best prepare for potential future volatility. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

If you’ve ever wanted to just learn a little more about investing in the stock market, this episode is for you. We’re going to cover some of those terms you’ve probably heard before, but perhaps never truly knew what they meant. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

Your 401(k) can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403(b)...or TSP...or 457)... Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

On this episode, Steve will discuss some top issues in the current financial landscape. He will go over rising interest rates, inflation, and wages. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

There 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. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

Many investors are concerned about market volatility because of the Russia and Ukraine conflict that is going on. Steve will discuss some of the impacts that this event has had on the stock market and inflation. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

In 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 approaching retirement, this is a fundamental conversation you won’t want to miss. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

You might not be able to follow through on all 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. Important Links: Steve's Website: http://wealthpartnerskc.com Get To Know Steve: http://meetmyadvisorsteve.com/ Call: 913-685-3207

During this time of year when family is around and top of mind, it might be time to talk about what to do when we pass on. This is certainly a difficult conversations to have, but Steve will share some insight from his 25 years in the industry and some ways to navigate this topic. Steve will also be offering a complimentary white paper, or download to help you with these steps in an easy to understand format. Important Links: Steve's Website: http://wealthpartnerskc.com Call: 913-685-3207

It's Halloween time and you go to get candy only to pay more at the pump and in the candy isle. On this episode, we discuss if the inflation we are seeing is transitory and how it has affected our current economy. Important Links: Steve's Website: http://wealthpartnerskc.com Call: 913-685-3207

Depending on your answers, the questions we cover on today’s show might raise red flags about your finances. We've got the top 5 on this episode to look at. Important Links: Steve's Website: http://wealthpartnerskc.com Call: 913-685-3207