About the Author

Kyle Walters, CFP ®, CPWA ®, CIMA ®

Kyle is the founder of Atlas Wealth Advisors and L&H CPAs and Advisors, which specialize in helping entrepreneurs, physicians, executives, and retirees simplify their financial lives.

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More from Kyle

Explore the critical decision between wills and trusts. Ask yourself three key questions to determine if a trust...
Discover three pillars for investing success: Faith in the Future, Patience in the Presence, and Discipline in Decisions...
Explore the pros and cons of retiring abroad with a focus on lower cost of living, political alignment,...
Explore the timeless investment wisdom of 'Security Analysis' simplified for retirees. Learn about 'buying dollars at a discount'...
Explore top-tier experiences for retirees. Dive into curated adventures while ensuring your financial future remains robust....
Legacy planning guide for affluent retirees. Dive into warm vs. cold hand giving to craft a lasting family...