
Retirement Planning Checklist: 12 Months to Retirement (Free PDF)
Stay on track for retirement with our Retirement Planning Checklist. Financial & personal to-dos for 12, 6 & 3 months out. Learn & download the free PDF here.
Having worked with clients on complex estate planning and developing investment strategies for a team of advisors, Michael’s experience spans across various areas of financial planning. What truly sets him apart is his unyielding desire to acquire knowledge to serve his clients better. At Toberman Becker Wealth, this commitment to continuous learning is the foundation for exceptional client experiences.
Michael enjoys a fulfilling personal life in St. Louis. Living with his wife, Lindsey, and their beloved dog, Birk, he finds joy in activities such as golfing together and exploring local restaurants.
As fee-only fiduciaries, our advice is always guided by your best interest.
We tailor your plan to your goals, values, time horizon, and the future you want to build.
We help you make financial decisions that fit your life today without losing sight of the future.
A strong plan weathers market fluctuations, and we update it as your goals evolve.

Stay on track for retirement with our Retirement Planning Checklist. Financial & personal to-dos for 12, 6 & 3 months out. Learn & download the free PDF here.

Diversification is key to managing market volatility. Financial advisor Michael Becker shares the what, why & how of portfolio diversification. Read his advice here.

Early planning is key to a successful retirement. Financial advisor Michael Becker shares decade-by-decade retirement tips from your 50s to your 70s. Read his advice.

Michael Becker, CFA, CFP®, shares expert insights on Company Stock Purchase Plans in Yahoo Finance & why diversification is crucial. Read here.

Discover how financial advisor Michael Becker helps clients tap into private markets with confidence & caution, as featured in Financial Planning. Read here.

Thinking about investing in ETFs? Learn how they work, their pros and cons, and whether they fit into your investment strategy. Get expert insights here.

Michael Becker was recently featured in Investopedia, sharing expert insights on 457 plans and strategies to optimize retirement withdrawals. Read more here.

Printable Estate Planning Guide: Key elements & benefits, when to start planning or make revisions & who should be involved. Download a free PDF checklist here. Read more here.

What does your retirement look like after years of long hours, patient care, and demanding schedules? Read more here.

Discover how to navigate the Great Wealth Transfer with insights on its impact on families, the economy, and preparation strategies from a St. Louis advisor.

Discover the significance of St. Louis’s municipal bond rating upgrade, its implications for investors, and how it supports the city’s growth. Read more here.

TOOL: Financial advisor Michael Becker suggests exploring your options before activating Social Security. See how benefits vary by age and compare payouts here.