The National Debt: What It Means for You

In this episode, Kevin discusses the pressing issue of the national debt and its implications for taxpayers. He emphasizes the necessity of having a solid financial plan for retirement, particularly in light of current economic challenges such as inflation and high interest rates. The conversation …

Creating a Sustainable Retirement Income Strategy

In this conversation, Kevin discusses the complexities of retirement planning, focusing on withdrawal strategies, the importance of guaranteed income, and the role of Social Security. He emphasizes the need for a comprehensive financial plan that accounts for market volatility and inflation, while …

Investment Strategies for a Secure Future

In this episode, Kevin discusses the importance of understanding market trends and investment strategies, emphasizing the need for a solid financial plan to navigate retirement successfully. He highlights the significance of creating a diversified income strategy, staying informed about changing re…

Mastering Year-End Financial Planning

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…

Building a Retirement Roadmap starts TODAY !

In this episode, Kevin discusses the current economic landscape, focusing on interest rates, market psychology, and the importance of having a solid retirement plan. He emphasizes the need for clients to remain calm amidst economic uncertainty and highlights strategies for maximizing retirement inc…

Navigating Retirement: The Role of Annuities

Kevin discusses the significance of guaranteed income in retirement planning, emphasizing the need for financial security amidst market volatility and economic uncertainties. He explains the role of annuities in creating a reliable cash flow and highlights the importance of customizing retirement p…

The Importance of Guaranteed Income

In this conversation, Kevin discusses the importance of guaranteed income sources for retirement planning, emphasizing the need for financial security and the necessity of couples being on the same page regarding their financial strategies. He highlights his unique approach to retirement planning, …

Exploring Guaranteed Retirement Income Options

 Kevin discuses the need to understand and manage the risk in one's portfolio. The conversation also touches on the impact of the upcoming presidential election on the market and advises against making investment decisions based on political promises. The importance of guaranteed retirement income …

Navigating Market Volatility: The Need for a Defensive Posture

In this conversation, Kevin discusses the current state of the market and the need for a defensive posture. He recommends investing in fixed annuities and income annuities to protect against market volatility and ensure a guaranteed income in retirement. Kevin also emphasizes the importance of dive…

When Do Annuities Make Sense?

Annuities can be beneficial for those who need more income, want guaranteed income, or seek peace of mind. They provide a higher guaranteed payout and protect against market fluctuations. It is important to have a financial plan that considers guaranteed income sources, portfolio growth, and protec…