Kevin discusses the importance of end-of-year financial planning, particularly focusing on required minimum distributions (RMDs) and strategic withdrawals from retirement accounts. He emphasizes the need for a personalized retirement roadmap to ensure financial security and confidence in retirement. The discussion also touches on the significance of estate planning and how to ensure heirs can access assets. Overall, the conversation highlights the necessity of having a clear financial plan to navigate retirement successfully.

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