At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
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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.
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.
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.
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.
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.