Podcast
Learning Through Uncommon Sense
Posted on June 10, 2021
14221 Metcalf Ave, Suite 102
Overland Park, KS 66223
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Carrie (60) is a Project Manager Supervisor in the healthcare industry for almost 20 plus years
She loves her job and is not looking to retire anytime soon, but wants the freedom to work fewer hours if that day does come.
Carrie wants to know the best way to leverage her current employer deferred compensation plan and investments as part of her long-term retirement plan.
Carrie's parents both suffered from Alzheimer’s, and it was very hard on her and the siblings. She wants to make sure she doesn't become a burden to her daughter if something happens in the future.
She has traditionally managed her own investments, but she knows retirement is too important to manage alone. She wants help developing an actual retirement plan so she can feel confident about her finances whether she decides to keep working or not.
Carrie's primary goal is to optimize her retirement plan + reduce taxes so her nest egg can allow her to live her work optional lifestyle.
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Advisor. CreativeOne Wealth, LCC and MOKAN Wealth Management are unaffiliated entities.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that MOKAN Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.