Retire with the Aldens
Retire with the Aldens
We know we’re supposed to be getting ready for retirement, but it’s so complicated that we’re not sure how! Whether you are investing to build wealth, protect your family, or preserve your assets, Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. Listen as Gary and Chris cut through th…Social links:
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How Concert Tickets Relate to Retirement
Gary Alden shares an incredible story about a ZZ Top fan who purchased a lifetime membership to the fan club in 1984, allowing him to enjoy free concert tickets for life. This story leads to a discussion about annuities, comparing the fan's lifetime tickets to the concept of annuities that provide …
08:27
Who Should Wait to Claim Social Security at 70?
Gary Alden explains the importance of planning for Social Security benefits and the necessity of having a solid income plan for retirement. He emphasizes that delaying Social Security can lead to larger monthly benefits, provided individuals have sufficient savings and no major expenses like a mort…
07:39
Timing Your Roth Conversions
Gary Alden gets into the complexities of Roth conversions and the timing of Social Security benefits. He explains the importance of strategic planning to minimize tax implications and maximize retirement income. To schedule a complimentary financial plan with Kingwood Investment Group visit theki…
08:20
Breaking Down Social Security Issues
Gary Alden gets into the intricacies of Social Security benefits, particularly focusing on divorce spousal benefits, the recent Social Security Fairness Act, and survivor benefits for those who have remarried. He highlights the importance of understanding how these benefits work and the implication…
07:06
Getting the Right Financial Advisor
Gary Alden discusses the critical role of financial advisors in retirement planning, and how to identify the right financial advisor. He emphasizes the importance of proactive communication, understanding fees, and the fiduciary duty of advisors to act in their clients' best interests. To schedul…
06:57
What Kind of Return Should We Expect in Retirement?
Gary Alden gets into the intricacies of retirement planning, emphasizing the importance of understanding personal financial needs and the realistic returns required to meet those needs. He highlights real-life examples of couples with varying savings and income needs, illustrating the challenges of…
07:18
Getting a Long-Term Tax Plan for Retirement
Gary Alden discusses Juan Soto's record-breaking contract with MLB and the significant tax implications that come with it. He covers the importance of tax planning for retirement, emphasizing strategies like Roth conversions and the need for careful financial planning. To schedule a complimentary…
09:17
When to Inform Your Family About Your Estate
Gary Alden talks about the importance of estate planning, particularly insights from Warren Buffett on creating a will and having open discussions with family about financial wishes. To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com Gary Alden and Christo…
08:17
How Social Security Changes Could Affect You
Gary Alden discusses the impending changes to Social Security, particularly the proposed increase in the retirement age and its implications for retirement income planning. To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com Gary Alden and Christopher Alden…
08:08
Planning for the 2025 Economy
Gary Alden gives his insights on market predictions for 2025 and the necessity of long-term planning over short-term speculation. To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com Gary Alden and Christopher Alden of Kingwood Investment Group have years of …
08:22