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 presenting to a room full of pre-retirees at a retirement workshop 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
- Kyle lives in Overland Park with his beautiful (and incredibly patient) wife Amy and their three young children, Jovee, Jace, and Jordyn.
- 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.
- Kyle’s dog Murphy once ate 24 chocolate-chip cookies in one sitting—and lived to tell the tale!
- Kyle and Amy enjoy staying active and going to the gym together whenever possible. (Their biggest incentive? The gym’s free two-hour daycare.)
- 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.
- Kyle has an incurable sweet tooth. He will never turn down a fresh batch of cookies or a trip to get ice cream.
- 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.
- His favorite date-night spots are Bristol and J. Gilbert’s.
- Kyle’s favorite place in the world is his home.
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