The View From the Inside

Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2)

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Even if you have a solid investment strategy, are you giving the same attention to other aspects of your financial life, such as tax efficiency and estate planning? 

Join Kevin Richardson to explore the multifaceted approach he takes for clients of his firm, Tactical Wealth Management.

 From initial consultations to the intricacies of investment management, estate and tax planning, insurance planning, and the comprehensive scope of creating a financial game plan, follow along for insights on navigating your unique financial journey.

Kevin discusses: 

  • What it’s like to be a client of Tactical Wealth Management
  • The initial meeting process and its significance on your financial journey 
  • His approach to investment management and unique methods for evaluating portfolio risk
  • Estate planning essentials 
  • Ensuring your assets are correctly aligned with your goals
  • The critical role of tax planning in managing your finances efficiently
  • Insurance planning and how it has changed in recent decades
  • And more!

    • Resources:

    • From Football to Finance, Kevin Richardson’s Story (Ep. 1)
    • “Cybercrime: How to Stay Safe from Online Fraud and Identity Theft” by Jeff Lanza
    • Preventing Identity Theft – PDF  by Jeff Lanza 

      • Connect with Kevin Richardson: 

      • Tactical Wealth Management
      • LinkedIn: Kevin Richardson
      • [email protected]
      • Phone: (831) 717-1144

        • —

        Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

        The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

        LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

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        The View From the InsideBy Kevin Richardson