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Retirement Planning Workshops for Pre-Retirees

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Retirement Strategy: Preparing to Retire Early

Retirement Strategy: Preparing to Retire Early

Posted on August 16, 2022

Do you dream of retiring before you turn 60? How about before you turn 50? If so, you might want to think twice before you make the move. If your heart is set on leaving work early, be sure you leave with the right mindset and the right estimation of your financial potential. Retire with […]

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August Is National “Make a Will” Month

August Is National “Make a Will” Month

Posted on August 9, 2022

August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can make the difference between a […]

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Social Security: Past, Present, and Future

Social Security: Past, Present, and Future

Posted on August 2, 2022

Throughout human history, economic security has taken many forms. For the ancient Greeks, it was stockpiling olive oil. Olive oil could be stored for long periods of time; it could also help with nutrition during times of famine. During the Middle Ages, security took the form of guilds and societies that began to pay life […]

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Retirement Strategy: Planning Your Retirement Lifestyle

Retirement Strategy: Planning Your Retirement Lifestyle

Posted on July 26, 2022

Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that make the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement happiness and comfort. Retire financially literate. Some retirees don’t know how much […]

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Cryptocurrency & Bitcoin Basics

Cryptocurrency & Bitcoin Basics

Posted on July 19, 2022

Over the past few years, you’ve probably heard—and read—more and more about cryptocurrency, including Bitcoin, Dogecoin, Ethereum, and many others. A surprising 13% of Americans traded in cryptocurrency in 2020, compared with 24% who traded in stocks. And the number of people trading in crypto is only expected to increase.1 But what exactly is cryptocurrency? […]

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913-257-3991

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kyle@mokanwealth.com

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14221 Metcalf Ave, Suite 102
Overland Park, KS 66223

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Retire Ready Media

MOKAN Wealth is passionate about providing timely, relevant financial information for pre-retirees and retirees. To learn more about how to have a successful retirement and avoid costly mistakes, check out the links below.

Kyle Hammerschidt

Founder/Investment Advisor Representative

Professional Focus

Since 2014, Kyle has helped pre-retirees reduce taxes, invest smarter, and retire on their terms. As MOKAN’s founder and principal advisor, he is our clients’ go-to partner for tax-efficient retirement planning and investment management. Whether he’s teaching a room full of pre-retirees at a retirement education class or visiting with clients one-on-one, his objective is to help others pursue their retirement goals in a way that supports their best interests.

Many of his clients previously worked with (what Kyle calls) “disguised financial advisors” who offered them a stack of statements, a diversified pie chart, hidden and confusing fee schedules—and no real plan. Kyle’s goal is to provide massive value to pre-retirees through comprehensive, tax-efficient retirement planning and investment management.

WHAT KYLE DOES DIFFERENTLY

Kyle believes the financial industry is structurally flawed, and consequently, pre-retirees are not properly educated or prepared for their transition into retirement. That’s why he takes a “K.I.S.S.” approach to planning—he makes everything as simple and straightforward as possible—meaning no surprises, no hidden fees, and no fancy jargon or investment terms.

PUBLICATIONS

Kyle has a distinct passion for retirement education, and from the start of his career, his objective has been to teach pre-retirees how to be proactive and take charge of their financial futures. In 2017, he founded Retire Ready Academy, an educational program that teaches pre-retirees and retirees about tax-efficient retirement planning, Social Security, and investment management. In 2020, he published his book, Retire Ready, and today he contributes regularly to Kiplinger and Rethinking 65.

THE KYLE NINE

  1. Kyle lives in Overland Park with his beautiful (and incredibly patient) wife Amy and their three young children, Jovee, Jace, and Jordyn.
  2. Kyle and Amy met while attending K-State but didn’t start dating until six years later when Amy was about to leave the country for two years.
  3. Kyle’s dog Murphy once ate 24 chocolate-chip cookies in one sitting—and lived to tell the tale!
  4. Kyle and Amy enjoy staying active and going to the gym together whenever possible. (Their biggest incentive? The gym’s free two-hour daycare.)
  5. When thinking of a name for his first child, Kyle remembered a unique name from the Christmas movie, Elf—and now Jovee Hammerschmidt is the new head of the household.
  6. Kyle has an incurable sweet tooth. He will never turn down a fresh batch of cookies or a trip to get ice cream.
  7. Kyle is an avid Dallas Cowboys fan and tries to attend the Thanksgiving Day game every year. When he was 12, he had heart surgery in a Cowboys-sponsored hospital and got to visit the players.
  8. His favorite date-night spots are Bristol and J. Gilbert’s.
  9. Kyle’s favorite place in the world is his home.

Thinking About Retirement

Meet Mark and Susan

How We Helped

  • Retirement Planning

  • Investment Management

  • Employer benefit

  • Tax Planning

  • Social Security Maximization

  • Income Planning

Enjoying Retirement

Meet Bill and Martha

How We Helped

  • Retirement Planning

  • Investment Management

  • Tax Planning

  • Legacy Planning

  • Income Planning

Work Optional

Meet Carrie

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.

How We Helped

  • Retirement Planning

  • Investment Management

  • Tax Planning

  • Legacy Planning

  • Income Planning

Disclaimer

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.