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 various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement.   

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

Kevin discusses various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement.   
<a href="https://integrityretirementsolutions.com/meeting/">CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY</a>

Building a Meaningful and Tax-Efficient Legacy

Episode Takeaways: 
Having a plan in place for retirement is crucial to navigate market downturns and ensure financial security.
Retirement planning should consider factors beyond money, such as healthcare expenses and guaranteed income.
Variable annuities may not be the best option for retirement savings due to high fees.
Having a purpose in retirement and staying active can contribute to overall happiness and fulfillment.
Working with a knowledgeable advisor can help individuals make informed decisions and create a comprehensive retirement plan.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

Episode Takeaways: 
<ul>
<li>Having a plan in place for retirement is crucial to navigate market downturns and ensure financial security.</li>
<li>Retirement planning should consider factors beyond money, such as healthcare expenses and guaranteed income.</li>
<li>Variable annuities may not be the best option for retirement savings due to high fees.</li>
<li>Having a purpose in retirement and staying active can contribute to overall happiness and fulfillment.</li>
<li>Working with a knowledgeable advisor can help individuals make informed decisions and create a comprehensive retirement plan.</li>
</ul>
<a href="https://integrityretirementsolutions.com/meeting/">CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY</a>

The Role of Guaranteed Income in Retirement

Takeaways
Tax planning is crucial during the accumulation period to minimize tax burdens in retirement.
Rearranging income and utilizing strategies like charitable trusts can reduce taxable income and create tax-free income in retirement.
Comprehensive guidance is important, covering areas like long-term care, estate planning, and tax planning.
Changing advisors can be intimidating, but Integrity Retirement Solutions makes the transition easy and provides personalized, educational services.
Annuities and guaranteed income can be beneficial for those with high spending relative to their assets and a desire for guaranteed income.
Retirement should not be retiring into nothing; it requires purpose and fulfillment.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

Takeaways
<ul>
<li>Tax planning is crucial during the accumulation period to minimize tax burdens in retirement.</li>
<li>Rearranging income and utilizing strategies like charitable trusts can reduce taxable income and create tax-free income in retirement.</li>
<li>Comprehensive guidance is important, covering areas like long-term care, estate planning, and tax planning.</li>
<li>Changing advisors can be intimidating, but Integrity Retirement Solutions makes the transition easy and provides personalized, educational services.</li>
<li>Annuities and guaranteed income can be beneficial for those with high spending relative to their assets and a desire for guaranteed income.</li>
<li>Retirement should not be retiring into nothing; it requires purpose and fulfillment.</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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