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  • Episode 158: Investing 101 - A Beginner's Guide

    Episode 158: Investing 101 - A Beginner's Guide
    2025/04/10
    Many people feel inadequate or even fearful about investing. We find it is just a lack of understanding on how it works, or a fear of losing money. You need investments in order for your money to outpace inflation and to make your money work for you. Today we will go over the basics. If you want help with investing, you can always reach out to us at KPCFinancialSolutions.com.

    Key Takeaways:
    1. Investing means your money can make you more money
    2. Common Types of Investments
    3. Risk & Diversification
    4. How to get started
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    11 分
  • Episode 157: Midlife Money Reset - If You Didn't Learn the Basics Growing Up

    Episode 157: Midlife Money Reset - If You Didn't Learn the Basics Growing Up
    2025/04/04
    We encounter people frequently that say their parents weren't good at money and so they never learned how to manage their finances. If this is you, or you wnat to make sure you know the basics of financial planning, this podcast is for you. It is never too late to learn and take control of this important aspect of all of our lives. Next week will we go over investment basics.

    Key Takeaways:
    1. Never too late
    2. Budgeting
    3. Saving
    4. Debt
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    13 分
  • Episode 156: Wealth Building Habits

    Episode 156: Wealth Building Habits
    2025/03/20
    Wealth isn't just about making money, it is about how you manage it. We will share 5 habits of successful people that can put you on the path to financial freedom. These habits are repeatable, and very powerful when done consistently.

    Key Takeaways:
    • Pay yourself first
    • Live below your means
    • Invest consistently
    • Build multiple income streams
    • Keep learning and networking
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    14 分
  • Episode 155: Why Buy Gold

    Episode 155: Why Buy Gold
    2025/03/13
    I'm sure you've seen the TV ads to buy gold and silver. Is this a good idea? Many people own physical gold and silver, and some have stock market investments in precious metals. But why buy gold or silver? Today we talk about 8 reasons gold has been owned today and in the past.

    Key Takeaways:
    • Gold has intrinsic value and has been used as money for thousands of years
    • Gold can be a safe haven during turbulent times
    • Diversification of investments - generally not to exceed 10-15% of total wealth
    • We like pre-1933 coins
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    13 分
  • Episode 154 - Importance of Designating Beneficiaries

    Episode 154 - Importance of Designating Beneficiaries
    2025/02/20
    What could happen if you don't keep your beneficiaries up to date on all of your assets? Today we are talking about why it is important to always verify your beneificiaries when there is a life change, and periodically to have confidence when you are gone that your money goes to those you intended.

    Key takeaways:
    1. Regularly review and update your beneficiaries on ALL assets: bank, investment & retirement accounts, insurance products
    2. Do you know the differences in how beneficiaries are paid out depending on the type of investment?
    3. Life events: marriage, divorce, new children and grandchildren
    4. Some real life stories of what can go wrong
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    14 分
  • Episode 153 - Digital Currency

    Episode 153 - Digital Currency
    2025/02/13
    Is Digital Currency here to stay? And if so, what is it and what are the benefits and drawbacks? The two primary supporters of digital currency are banks and the government. This week learn some of the basics on digital currency.

    Key Takeaways:
    1. What is digital currency
    2. How is it different if offered by financial institutions vs governments
    3. Is digital currency here to stay
    4. How will it effect you?
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    12 分
  • Episode 152 - Effects of the Election

    Episode 152 - Effects of the Election
    2025/02/06
    We will talk about some of the tremendous changes we have seen in just one week of the new Presidential Administration. What is being implemented that can reduce the troublesome federal debt and bring American back to a solid future.

    Key Takeaways:
    1. Increasing revenue with energy and tariffs
    2. DOGE - can it bring down unnecessary government spending
    3. Government regulations setting businesses free to flourish
    4. Impact on taxes and inflation
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    13 分
  • Episode 151: Tax Free Retirement with Fixed Indexed Universal Life (FIUL)

    Episode 151: Tax Free Retirement with Fixed Indexed Universal Life (FIUL)
    2025/01/30
    How can you create tax free income and legacy for retirement? One of the most powerful tools is unfortunately not talked about enough. It is called Fixed Indexed Universal Life, and it has multiple benefits both while you are living and when you are gone.

    Key Takeaways:
    • Build tax free cash value
    • Surviving spouse tax free income replacement
    • Long Term Care benefits
    • Tax Free death benefit for your heirs
    • Not included in assets for college planning and the FAFSA
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    13 分