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内容由Kyle Hammerschmidt提供。所有播客内容(包括剧集、图形和播客描述)均由 Kyle Hammerschmidt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Money Mistakes You'll Regret and How to Avoid Them

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Manage episode 381756003 series 3470804
内容由Kyle Hammerschmidt提供。所有播客内容(包括剧集、图形和播客描述)均由 Kyle Hammerschmidt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

“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

Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
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.

  continue reading

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Artwork
icon分享
 
Manage episode 381756003 series 3470804
内容由Kyle Hammerschmidt提供。所有播客内容(包括剧集、图形和播客描述)均由 Kyle Hammerschmidt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

“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

Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
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.

  continue reading

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