David Meche and Kevin Blanchard discuss the importance of having a proactive investment strategy and introduce Market Guard, a proprietary portfolio management strategy. They emphasize the need for a plan that can adapt to market changes and protect against volatility. They also highlight the benefits of Market Guard, including intelligent algorithms and a team of experts who monitor clients' portfolios. The conversation then shifts to the topic of required minimum distributions (RMDs) and the potential tax implications. David and Kevin provide strategies to minimize taxes and keep more money in retirees' pockets.

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