In this conversation, Kevin discusses the importance of evolving retirement plans in a rapidly changing technological world. He emphasizes the need for continuous communication with clients, the benefits of annuities, the significance of cash flow in retirement, and the necessity of planning for long-term care. Additionally, he addresses the hidden fees in 401(k) plans and the options available for retirees to ensure financial security and a fulfilling retirement life.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

• A retirement income strategy
• A test to see how long your money will last
• A tax-planning strategy