Gene Bond | Episode #28
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概要
What if the greatest threat to retirement isn’t the market, taxes, or even longevity but the quiet uncertainty people carry when they’re not sure their money will truly last?
In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Gene Bond, founder of the Bond Financial Group, certified financial fiduciary, and retirement income certified professional. Gene’s story begins with personal tragedy losing his father at a young age and watching his mother navigate a financial reality she never expected. That moment ignited Gene’s mission to ensure no family experiences the fear of outliving their resources.
Gene shares why retirees must focus on income, not assets, how the “retirement red zone” quietly exposes families to unnecessary risk, and why most people move into retirement without truly understanding how money works. His “Retirement Income MRI” brings a simple, powerful framework for evaluating whether a plan can withstand both good times and bad.
This conversation is warm, grounded, and deeply human. You’ll hear stories of transformation, the role of purpose in long-term wellbeing, and Gene’s commitment to helping people sleep well at night by creating clarity, structure, and peace.
💡 In This Episode, You’ll Discover:
• Why income not account balances—drives retirement security
• How the “retirement red zone” impacts long-term outcomes
• The danger of entering retirement fully invested
• What most people misunderstand about Social Security and distribution planning
• Why purpose and perspective matter as much as numbers
👤 About Gene Bond
Gene Bond is the founder of Bond Financial Group, where he helps retirees and pre-retirees build confidence, clarity, and long-term peace through educational, fiduciary-driven guidance. Known for simplifying complex information and putting clients’ interests first, Gene brings nearly 30 years of experience to the families he serves.
📍 Location:
🌐 Website: https://hihello.com/hi/genebond
🔗 LinkedIn: https://www.linkedin.com/in/genebond/
📞 Contact: 769-600-BOND (2663)
📅 Booking Link: https://calendly.com/bondfinancialgroup/speak-with-gene
🎧 About the Make Life Less Taxing Podcast
Make Life Less Taxing helps people build freedom, clarity, and purpose in every part of their financial life. No hype. No product talk. Just meaningful conversations that help you think differently and live more intentionally.
🌐 More Episodes: https://makelifelesstaxingpodcast.com
📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply
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