Only 35% of Americans use a financial advisor, despite the monumental impact financial decisions can have on one's retirement. Kevin discusses what a financial advisor brings to the table, emphasizing the critical role of knowledge in retirement planning.

The conversation unfolds with real-life examples of how expert advice can make an enormous difference in retirement outcomes. Kevin shares a case study where they transformed a potentially massive tax burden on highly appreciated assets into a $35 million tax-free legacy for a client's five children.

Whether you're dealing with highly appreciated assets, company stock, or complex financial situations, this episode showcases how a knowledgeable financial advisor can help you make informed decisions that maximize your legacy and minimize taxes. 

#retirement #financialplanner #financialliteracy #wealth #fyp #podcast

 If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review! 

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Only 35% of Americans use a financial advisor, despite the monumental impact financial decisions can have on one's retirement. Kevin discusses what a financial advisor brings to the table, emphasizing the critical role of knowledge in retirement planning. The conversation unfolds with real-life examples of how expert advice can make an enormous difference in retirement outcomes. Kevin shares a case study where they transformed a potentially massive tax burden on highly appreciated assets into a $35 million tax-free legacy for a client's five children. Whether you're dealing with highly appreciated assets, company stock, or complex financial situations, this episode showcases how a knowledgeable financial advisor can help you make informed decisions that maximize your legacy and minimize taxes.  #retirement #financialplanner #financialliteracy #wealth #fyp #podcast   <a href="https://integrityretirementsolutions.com/about/pillar-planning-process/"> If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review! </a> 💬 Engage, Share, and Learn even more with Kevin and Integrity Retirement Solutions: <a title="Facebook" href="https://www.facebook.com/people/Integrity-Retirement-Solutions-Private/100063812634641/" target="_blank" rel="noopener">Facebook</a> <a title="LinkedIn" href="https://www.linkedin.com/company/integrity-retirement-solutions-llc/" target="_blank" rel="noopener">LinkedIn</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>.

Only 35% of Americans use a financial advisor, despite the monumental impact financial decisions can have on one's retirement. Kevin discusses what a financial advisor brings to the table, emphasizing the critical role of knowledge in retirement...

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