Retirement Income Check Up

Get Your Retirement Income Check Up Now! Q & A

Q: What is the retirement income checkup?

A: The retirement income check up is a 15 minute phone assessment with retirement specialist Mark Kennedy to see if you are on track to retire or if you are in retirement, if you have the right strategies set up now to make sure you don’t run out of money during retirement. The phone assessment also addresses issues such as the risks and costs of your current portfolio, how to reduce stock market volatility in a volatile market, taxation and how to reduce or eliminate it, long-term care planning and tax efficient or tax-free inheritance planning for your beneficiaries.

Q: What is the cost for the retirement income checkup?

A: We do not charge for the 15 minute retirement income check up assessment, so you should definitely take advantage of this awesome service!

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Areas of Interest
- 401k & IRA Pension Rollover
- Retirement Planning
- Investment Management
- Long Term Care & Life Insurance
- Social Security Maximization
- Wealth Transfer, Estate Planning, & Charitable Giving
- other
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Q: Who is the ideal candidate for the retirement income check up?

A: The ideal candidate is someone who is either in retirement or within 10 years of nearing retirement and has accumulated at least $500,000 in their IRA, 401(k), after-tax brokerage accounts and bank accounts. The ideal candidate is also somebody who cares about their money and does not want to take excessive market risk and also wants a plan in place at some point which offers lifetime income strategies, inflation and taxation strategies, long term care strategies, and estate transfer strategies.

Q: After the retirement income check up, is there any other service or planning strategy that is offered?

A: Yes, after the 15-minute phone assessment with retirement specialist Mark Kennedy, if both you and Mark feel that you can be helped then you will be invited for a no charge consultation in our beautiful Calabasas, California office. You will then get to meet Mark face-to-face and sit down and have an in-depth discussion of what your retirement plan goals and objectives are and what it is that you are concerned about and would like to accomplish. Mark specializes in putting together retirement income plans for clients so that they will not run out of money during their lifetime and also so they will not make their heirs or themselves a partner to the IRS. Specific budget strategies are discussed as well as reduction of risk and potential return.

Q: How are you different from other advisors out there?

A: As a fee-based registered investment advisor firm we do what is in the best interest of the client. We do not have to answer to any sales team or brokerage house. Therefore our client is our primary responsibility. Our specialty, however, is with people that are either in or nearing retirement. Mark has been in this business for over 22 years and thoroughly understands all aspects of the retirement income planning process.

Mark Kennedy is the founder and president of Kennedy Wealth Management LLC, a Calabasas, California based Registered Investment Advisor founded in 2008.

For over two decades, Mark has been in the insurance and estate financial planning field and has personally focused on strategies surrounding tax planning, retirement income planning, and wealth transfer. He has shown numerous high net-worth families and business owners financial strategies that may potentially allow them to preserve their income and wealth, while also potentially leaving more money for them to spend during their lifetime and pass to the people they love and care about instead of the IRS. Mark has also been a resource for the media… having been interviewed by the Fox Business Channel, ABC Television, CBS Radio, Smart Money Magazine, BankRate.com, and the Los Angeles Times, among others.

In addition, Mark has written for various publications to include Life After 50 Magazine and has hosted his own financial radio program on KRLA AM 870. As a public speaker, Mark has spoken to many groups of people, who are either in or nearing retirement, about the subject of retirement and he is also the author of the book, “Don’t Let The Stock Market or I.R.S. Control Your Retirement.” Mark attended college at the United States Air Force Academy in Colorado Springs, Colorado and the University of California, Riverside. He is also a former member of the United States Air Force. Mark’s passions include various charities, running, downhill skiing, health and fitness, traveling, and spending time with friends and family.

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