エピソード

  • The New Retirement Equation - May 24, 2025

    The New Retirement Equation - May 24, 2025
    2025/05/26
    Kevin and Karen discuss the changing retirement landscape, emphasizing the shift from pensions to personal savings and the importance of diversified income strategies like the bucket approach to manage market volatility. They highlight the unique challenges women face due to longer life expectancies and lower lifetime earnings, advocating for proactive planning to ensure income longevity. Additionally, they stress the importance of comprehensive tax planning rather than annual tax preparation to optimize long-term savings.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
    続きを読む 一部表示
    44 分
  • Retirement Income Blueprint - May 17, 2025

    Retirement Income Blueprint - May 17, 2025
    2025/05/19
    Kevin and Karen discuss the process of building robust retirement income strategies using their retirement blueprint software. The conversation highlights the psychological shift from receiving regular paychecks to strategic planning for reliable income streams. They emphasize the importance of scenario testing against economic factors such as market downturns, inflation, and healthcare costs, to ensure financial security. Kevin and Karen also address the common misconception around the 4% rule and how modern retirement planning needs to adapt to current economic realities.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
    続きを読む 一部表示
    44 分
  • How Do You Create Retirement Income? - May 10, 2025

    How Do You Create Retirement Income? - May 10, 2025
    2025/05/12
    Kevin and Karin explore strategies for creating stable retirement income, including using dividends, the 4% withdrawal rule, and annuities. They discuss how the retirement blueprint can help manage taxes, assess risk tolerance, and ensure diversified income streams, while highlighting the importance of customizing plans to fit individual needs and goals.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
    続きを読む 一部表示
    44 分
  • 3 Essential Pillars of Financial Security - April 19, 2025

    3 Essential Pillars of Financial Security - April 19, 2025
    2025/04/21
    Kevin and Karen dive into the three essential pillars for financial security in retirement: tax planning, investment management, and income generation. Discover why you need more than just investment returns to ensure a financially secure retirement. This episode covers strategies to create reliable income streams and manage taxes effectively, emphasizing the importance of having a written plan for long-term success.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
    続きを読む 一部表示
    44 分
  • Be Wary of Stereotypical Investor Mistakes - April 12, 2025

    Be Wary of Stereotypical Investor Mistakes - April 12, 2025
    2025/04/14
    Kevin and Karen tackle the topic of market volatility and the common mistakes investors make during turbulent times. From panic selling to timing the market, the discussion covers the different investor types and how to avoid costly errors. Plus, learn why it's crucial to have a comprehensive retirement plan that aligns with your risk tolerance and long-term goals.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
    続きを読む 一部表示
    44 分
  • Crafting a Legacy and Avoiding the Pitfalls of Estate Planning - April 5, 2025

    Crafting a Legacy and Avoiding the Pitfalls of Estate Planning - April 5, 2025
    2025/04/07
    Kevin and Karen dive into crafting your retirement legacy and avoiding common estate planning pitfalls. Discover strategies for tax efficiency, the importance of wills and trusts, and how to make sure your legacy benefits your loved ones.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
    続きを読む 一部表示
    44 分
  • Tax Efficient Strategies - March 29, 2025

    Tax Efficient Strategies - March 29, 2025
    2025/03/31
    Join Kevin and Karen as they break down tax-efficient strategies to maximize your retirement income. Learn about the power of Roth conversions, diverse tax buckets, and smart withdrawal tactics to keep more of your hard-earned money.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
    続きを読む 一部表示
    44 分
  • Women's Retirement Planning - March 22, 2025

    Women's Retirement Planning - March 22, 2025
    2025/03/24
    For more information on retirement planning, visit kpcfinancialsolutions.com!
    続きを読む 一部表示
    44 分