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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

This Is Why You Never Assume

4/8/2021
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:12:05

March Madness Retirement Lessons

3/25/2021
It’s an annual tradition! Well, except for 2020 when the tournament was cancelled. But it’s time to look at the NCAA tournament and see what kind of financial planning lessons we can learn from it. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:12:57

Getting More Involved In Retirement Planning

3/11/2021
On this episode, let’s go over some tips for how men, or women can get back in the game when it comes to involvement in the process of making financial decisions. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:14:57

2021 Tax Tips Recap

2/25/2021
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:16:25

Mailbag Show

1/21/2021
Today we answer some mailbag questions that have come into the show over the past few weeks. We discuss early Social Security, strategically using life insurance, and much more. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:18:43

What Are The Three Qualities Of Money?

1/7/2021
If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quiet basic, but understanding these fundamentals can make an enormous difference in your financial life. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit:...

Duration:00:13:53

A 5 Question Retirement Preparedness Quiz

12/3/2020
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. We also spend a few minutes on variable annuities this week. Helpful Info: Kyle's website: https://mokanfinancial.com/ Phone: 913-257-3991 Tax-Free Retirement Toolkit: https://mokanfinancial.com/shock/

Duration:00:17:15

How To Pick The Right Advisor

11/19/2020
A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you. Helpful Info: Kyle's website:...

Duration:00:14:21

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