Special guest, Sander Peterson, wrote a book called 'Reflections on Retirement in Year One' and shares his experiences and insights. The conversation covers topics such as the stages of retirement, the importance of having a plan, the role of a trusted investment advisor, and the need for intentional communication when retiring.  

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Special guest, Sander Peterson, wrote a book called '<a href="https://www.amazon.com/Reflections-Retirement-Year-One-Happiness/dp/B0CQLF4L2S/ref=sr_1_1?crid=HY0JBLD8Z0SC&amp;amp;dib=eyJ2IjoiMSJ9.IX9CI51j9huI9eOCPAuFt6uaVBnoLfESvciWH7Iz5Ic.rW9kcDUEXsf1DAN1cZpRR9UKpLv6Ul9qcTRnbvF33w4&amp;amp;dib_tag=se&amp;amp;keywords=sander+peterson+reflection&amp;amp;qid=1722889239&amp;amp;sprefix=sander+peterson+reflectin%2Caps%2C138&amp;amp;sr=8-1">Reflections on Retirement in Year One'</a> and shares his experiences and insights. The conversation covers topics such as the stages of retirement, the importance of having a plan, the role of a trusted investment advisor, and the need for intentional communication when retiring.  
<a href="https://integrityretirementsolutions.com/meeting/">CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY</a>

When you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list?  Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan.  When planning for your financial future, there are so many moving parts: income planning, tax planning, healthcare planning and legacy planning, just to name a few.  It’s important to educate yourself and to work with a professional. Welcome to Kevin’s podcast, “Retirement Talk with Kevin Bock”!  

Join Kevin for his weekly radio show, "Retirement Talk with Kevin Bock" Saturdays @ 9:30am on Talk Radio 1320 WJAS!

Retirement Talk with Kevin Bock

If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his 3 decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there are so many moving parts: income planning, tax planning, healthcare planning and legacy planning, just to name a few. It’s important to educate yourself and to work with a professional.

Connect with Kevin and his team on their website or on social media: Facebook and LinkedIn.

If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his 3 decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there are so many moving parts: income planning, tax planning, healthcare planning and legacy planning, just to name a few. It’s important to educate yourself and to work with a professional.
Connect with Kevin and his team <a href="https://integrityretirementsolutions.com/">on their website</a> or on social media: <a href="https://www.facebook.com/IntegrityRetirementSolutions/">Facebook</a> and <a href="https://www.linkedin.com/in/kevinebock/">LinkedIn</a>.

Author Sander Peterson: Reflections on Retirement in Year One: Happiness Favors a Prepared Mind

Kevin discusses essential strategies for withdrawing funds during retirement, the emotional transitions that come with retirement, and the importance of comprehensive planning that includes managing 401k fees and healthcare considerations. He emphasizes the need for a holistic approach to retirement planning, ensuring that individuals are prepared for both financial and emotional aspects of this significant life change.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

Kevin discusses essential strategies for withdrawing funds during retirement, the emotional transitions that come with retirement, and the importance of comprehensive planning that includes managing 401k fees and healthcare considerations. He emphasizes the need for a holistic approach to retirement planning, ensuring that individuals are prepared for both financial and emotional aspects of this significant life change.
<a href="https://integrityretirementsolutions.com/meeting/">CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY</a>

Mastering Retirement Withdrawals: Strategies for Success

In this episode of Retirement Talk, Kevin discusses essential strategies for tax loss harvesting, the importance of estate planning, and how to create a legacy that aligns with personal values. He emphasizes the need for a holistic approach to retirement planning, including income strategies, tax minimization, and preparing beneficiaries for their inheritance. The conversation highlights the role of financial advisors in guiding clients through these complex topics and ensuring they have a comprehensive plan for their future.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

In this episode of Retirement Talk, Kevin discusses essential strategies for tax loss harvesting, the importance of estate planning, and how to create a legacy that aligns with personal values. He emphasizes the need for a holistic approach to retirement planning, including income strategies, tax minimization, and preparing beneficiaries for their inheritance. The conversation highlights the role of financial advisors in guiding clients through these complex topics and ensuring they have a comprehensive plan for their future.
<a href="https://integrityretirementsolutions.com/meeting/">CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY</a>

Mastering Tax Loss Harvesting for Retirement

Episode Takeaways: 
The national debt is over $35 trillion, impacting future taxes.
Tax planning is essential for managing retirement savings.
Many Americans feel behind on their retirement goals due to financial pressures.
A comprehensive retirement plan should address debt management and savings strategies.
Year-end financial checklists can help optimize tax strategies.
Equity indexed annuities can provide protection against market volatility.
Understanding market trends is crucial for retirement planning.
Long-term care planning is often overlooked but essential for financial security.
Legacy planning should minimize taxes and legal fees for heirs.
Proactive financial planning can alleviate anxiety about retirement.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

Episode Takeaways: 
<ul>
<li>The national debt is over $35 trillion, impacting future taxes.</li>
<li>Tax planning is essential for managing retirement savings.</li>
<li>Many Americans feel behind on their retirement goals due to financial pressures.</li>
<li>A comprehensive retirement plan should address debt management and savings strategies.</li>
<li>Year-end financial checklists can help optimize tax strategies.</li>
<li>Equity indexed annuities can provide protection against market volatility.</li>
<li>Understanding market trends is crucial for retirement planning.</li>
<li>Long-term care planning is often overlooked but essential for financial security.</li>
<li>Legacy planning should minimize taxes and legal fees for heirs.</li>
<li>Proactive financial planning can alleviate anxiety about retirement.</li>
</ul>
<a href="https://integrityretirementsolutions.com/meeting/">CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY</a>

Author Sander Peterson: Reflections on Retirement in Year One: Happiness Favors a Prepared Mind

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