Retirement Talk with Kevin BockRetirement Talk with Kevin Bock

Essential Estate and Legacy Planning Tips for a Secure Retirement

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In this episode, we dive deep into the intricacies of estate and legacy planning, a crucial yet often overlooked aspect of retirement planning. Kevin discusses the importance of staying informed about changing laws, such as the Secure Act, and how they impact your financial planning. Learn about common mistakes, like delaying will creation or relying on incomplete online documents, and discover the best practices for safeguarding your assets, including the use of durable powers of attorney and proper document storage. 

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  1. Retirement Talk with Kevin Bock

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Retirement Talk with Kevin Bock

If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement  
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