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Financially Fit

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Financial and retirement planning guidance from Kyle Hammerschmidt of Mokan Financial in Overland Park, KS. We'll teach you how to properly plan for retirement and your financial future.

Financial and retirement planning guidance from Kyle Hammerschmidt of Mokan Financial in Overland Park, KS. We'll teach you how to properly plan for retirement and your financial future.

Location:

United States

Description:

Financial and retirement planning guidance from Kyle Hammerschmidt of Mokan Financial in Overland Park, KS. We'll teach you how to properly plan for retirement and your financial future.

Language:

English

Contact:

9193781410


Episodes

20/20 Hindsight

10/15/2020
Just 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/

Duration:00:15:19

Obsolete Retirement Planning Ideas

10/1/2020
Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:15:17

Let’s Put Your IRA Under Some Scrutiny

9/17/2020
The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:12:44

How To Build Your Financial House

9/3/2020
For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:11:47

Are You Clinging To False Hope?

8/6/2020
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/

Duration:00:14:36

Classic Rookie Mistakes

7/23/2020
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/

Duration:00:15:33

You Say One Thing, But You Do Another

7/9/2020
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/

Duration:00:14:46

Traditional Vs Roth IRA

6/25/2020
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/

Duration:00:11:02

Financial “Strategies” That Just Don’t Work

6/4/2020
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/

Duration:00:14:01

Hidden Gems In Your Retirement Plan

5/21/2020
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/

Duration:00:12:47

How To Avoid Critical Retirement Planning Mistakes

5/14/2020
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/

Duration:00:15:08

Are You Paying Attention To Your Biggest Assets?

4/30/2020
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/

Duration:00:13:28

Active Vs Passive Management

4/2/2020
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/

Duration:00:11:53

Financial Truths

3/19/2020
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/

Duration:00:13:47

How To Set Financial & Retirement Goals

2/20/2020
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement...

Duration:00:10:50

Everything You Need To Know About Roth Conversions

2/6/2020
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:12:05

Top 5 Social Security Misunderstandings

12/5/2019
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:12:20

Sabotaging Your Own Retirement

11/21/2019
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health... Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:13:40

How To Live A Retirement Without Regret

11/7/2019
Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:13:24

Retirement Constants That Affect Everyone

10/17/2019
While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants? Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:16:16