Retire Ready Academy

Retirement Planning Workshops for Pre-Retirees

MOKAN Roadmap™

Getting you to and through retirement

When it comes to retirement, everyone has their own unique set of circumstances and opportunities. At MOKAN Wealth, we help you see the big picture so you can determine the right steps to take to accomplish your goals and enjoy retirement on your terms. By utilizing our MOKAN ROADMAPTM  process, we’ll help you develop a unique retirement plan that’s in alignment with your values and objectives.

Process Overview

Our Process

When it comes to retirement, everyone has their own unique set of circumstances and opportunities. At MOKAN Wealth, we help you see the big picture so you can determine the right steps to take to accomplish your goals and enjoy retirement on your terms. By utilizing our MOKAN ROADMAPTM process, we’ll help you develop a unique retirement plan that’s in alignment with your values and objectives.

I

Right Fit Discovery (Visit 1) Where You Are Now

Where You Are Now

  • Learn more about you
  • Establish goals & priorities
  • Current investments
  • Current tax plan
  • Our retirement planning approach & services
  • Are we a right fit?

II

Deliver (Visit 2) Where You Want to Go

Where You Want to Go

  • Retirement recommendations
  • Tax-efficient retirement strategies
  • Establish retirement income guardrails
  • Optimal social security claiming
  • Investment plan

III

Implement (Visit 3) Put in Motion

Put in Motion

  • Finalize investment plan
  • Coordinate tax & income plan
  • Transition update
  • Initial discussions
    1. Healthcare
    2. Legacy

IV

Enjoy (Visit 4) Living Your Best Life

Living Your Best Life

  • New client experience
  • Create communication plan
  • Review retirement plan
  • Establish client portal

V

Repeat Ongoing Visits

Ongoing Visits

  • Retirement plan adjustments
  • Monitor retirement income guardrails
  • Ongoing investment management
  • Review tax planning progress

Contact Us

Call Us

913-257-3991

Connect With Us

kyle@mokanwealth.com

Visit Us

14221 Metcalf Ave, Suite 102
Overland Park, KS 66223

Schedule a Right Fit Call

To determine if MOKAN Wealth is a good
fit, schedule a 20 minute call below.

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.