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Retirement income
Turn savings, pensions, and Social Security into a coordinated income plan built around your spending needs.
Retirement planning for Austin and Cedar Park
Getting closer to retirement? Let’s put the pieces together.
Retirement planning for Austin and Cedar Park families preparing to turn years of saving into their next chapter.
Meet by phone, video, or at our Cedar Park office.
Meet Michael Kidd and Jake SongYour Cedar Park planning team
A free Greater Austin retirement planning tool
The Austin Retirement Income Checklist
Review seven decisions that can shape the move from a paycheck to retirement income. Select what already feels clear. Anything left unchecked becomes your conversation list.
- Takes about three minutes
- No score and no judgment
- Your choices stay in this browser
Mark what is already clear
What would need to be true before retirement feels possible?
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Seven decisions are still worth reviewing. You do not need every answer before starting a conversation.
Talk through your checklist
The decisions behind the date
A retirement plan has to connect the pieces.
A portfolio is only one part of the picture. Your plan should show how income, taxes, investments, and major life choices work together.
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Investment strategy
Align your investments with the income you need now, the growth you may need later, and the risks you can reasonably take.
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Tax aware decisions
Evaluate the order and timing of withdrawals while coordinating with your tax professional when specialized advice is needed.
A clear starting point
Make the next decision easier.
The first conversation is a chance to understand what is on your mind, what you have already built, and where a retirement plan could help.
Request an introductory conversation01
Talk through your situation
Share your timeline, the questions you are carrying, and the financial pieces already in place.
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Identify the decisions that matter
Michael and Jake will help clarify what deserves attention first and whether the firm can help.
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Choose your next step
If the relationship looks like a fit, you will learn what planning together involves before making a decision.
Meet McCune Whiteley Wealth Management
A personal relationship.
A broader team.
Michael and Jake are part of a firm that brings financial guidance, insurance services, and client support together. Get to know the people and process behind your planning relationship.
Since 2009A firm built around helping people plan for what comes next.
Two Texas officesCedar Park and Fort Worth, with your local connection through Michael and Jake.
A written planning processDiscovery, Blueprint, Implementation, and Ongoing Review.
Financial guidance
Cory McCune and Bret Whiteley, cofounders, together with Michael Kidd and Jake Song.
Insurance and operations
Lee Boley, Joe McGuinness, and Joyce Bramlett contribute insurance, operational, and client support experience.
Client service
Delaney Boley, Camden Whiteley, and Lynna McCune provide administrative and client support.
Your Cedar Park planning team
Meet Michael Kidd, AIF®, and Jake Song.
Michael and Jake help Greater Austin households connect retirement income, investments, taxes, and major life decisions through one coordinated planning conversation.
Michael Kidd, AIF®
Financial Advisor
Michael has worked in financial services since 2018. He works with busy professionals, people navigating transitions, and business owners through a practical, personalized planning process.
Investments and retirement planningFINRA Series 6, 7, 63, and 66
Learn more about Michael
Jake Song
Financial Advisor
A military veteran, Jake works with pre retirees, business owners, young families, and technology professionals. His planning focus includes retirement decisions and tax aware coordination with each client's tax professional.
Retirement and tax aware planningFINRA Series 7, 65, and 66
View the firm team
McCune Whiteley and Kestra do not provide tax advice.
Local to Greater Austin
Meet in Cedar Park
Our office serves families throughout Austin and the surrounding communities.
3008 Polar Lane, Suite 103, Cedar Park, Texas 78613
For Greater Austin communities
Practical retirement education for your residents.
Michael and Jake offer an educational conversation for communities serving adults age 55 and older. The program helps residents see how spending, income sources, Social Security timing, health coverage, withdrawals, taxes, and investment risk connect.
Community leaders can review the proposed format with Michael and Jake and shape the timing and logistics around their resident calendar.
Proposed resident program
The Retirement Paycheck
Seven Decisions to Review Before Leaving Work
- 160 minute format
Arrival, educational presentation, questions, and an optional next step. - 2Education first
No product presentation and no individualized advice during the group program. - 3Resident privacy
The community does not need to provide a resident contact list. - 4Useful takeaway
Residents receive the Austin Retirement Income Checklist for their own review.
Program content, promotional materials, and event details require firm review before public use.
Start with a conversation
Bring the question that keeps coming up.
Spend 15 minutes with Michael or Jake discussing where you are, what is changing, and whether a retirement planning relationship makes sense.