In this episode of Retirement Talk, Kevin discusses the importance of understanding client needs and providing education in financial planning. He addresses the current economic climate and the potential for a recession, emphasizing the need for a comprehensive retirement plan that includes income, tax, and legacy planning. Kevin highlights the significance of financial freedom and the ability to create lasting memories with family while also ensuring a responsible legacy for future generations.

The Essential Guide to Retirement Planning
21:38

Navigating Market Volatility in Retirement
15:06

The Six Pillars Explained
17:07