Kevin addresses the FOMO that comes with the hype, the likes of which we just experienced with Space X. The major topic of this podcast is how to calm your fear of missing out but with a safer and more sound strategic approach. Kevin also discusses rollover strategies that are smart and can help with tax efficiency.
480-406-3396

Legacy Planning For Today
36:54

Play By Today’s Tax Rules
38:20

The Future of Social Security: What You Need to Know
40:04