Planning for expected events in Retirement is easy. Planning for the unexpected is wise. These are the top four stress tests to put your Retirement Plans through to see if you are as bullet proof as you need to be.
If your investment portfolio and retirement plan can pass these four stress tests, you will find yourself having more peace of mind in your retirement years than you could ever imagine. Take a listen and learn more about how we can help stress-test your retirement plans.
~Kevin
Are you interested in working with me 1 on 1?
You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.
Connect with me here:
Or, visit my website
This is for general education purposes only and should not be considered as tax, legal, or investment advice.
They say it’s not what you earn, it’s what you keep. I agree with this wholeheartedly as it relates to not spending more than you make (obviously). However, in my line of work, being sensitive to the TAX efficiency of a retirement plan is critical. If I can save my clients $10,000 or even $20,000/year in taxes during retirement, that’s huge!
In this episode, we will address how accumulating significant savings into traditional 401 (k) s and IRAs can lead to a massive tax burden in retirement.
Additionally, we will address the provision in the SECURE Act, which will change how we view leaving these retirement plans to the next generation.
~Kevin
Are you interested in working with me 1 on 1?
You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.
Connect with me here:
Or, visit my website
This is for general education purposes only and should not be considered as tax, legal, or investment advice.
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.
This is our inaugural episode of the Planning For Retirement Podcast. Therefore, I want to simply introduce the WHY behind this podcast as well as let all of the listeners know about my background both personally and professionally. Lastly, I will tease the next episode content and hope you all enjoy what we are bringing to the table.
~Kevin
Are you interested in working with me 1 on 1?
You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.
Connect with me here:
Or, visit my website
This is for general education purposes only and should not be considered as tax, legal, or investment advice.
In a world where it seems like companies are moving away from customer service and towards automation, I wanted to have a practice where the focus was on white-glove service and treating every client like family instead of a number.
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