Episode 1: Introduction to “The Planning for Retirement” Podcast

I started this podcast as a unique way to deliver informative content to friends, family, clients and prospective clients.  The strategies and concepts are developed based on frequent challenges or questions I come across in my personal practice.  However, this should not be misconstrued as investment or tax advice, and you should consider your own unique circumstances before making any changes. 

Kevin Lao

I am the owner and lead financial planner @ IFS. We are an independent firm specializing in retirement planning. I also host The Planning for Retirement Podcast and can be found on YouTube, Spotify, Apple Podcasts and other streaming services. I live in Chattanooga, TN with my wife, three boys and two rescue pups. I love to travel, play golf and smoke (and eat) meats.