Planning for retirement means thinking about taxes, retirement income, estate planning and the lifestyle during retirement. What will that retirement look like if the pieces don’t fit together? In this episode, Ken New explores what a family office is and how he works to provide the same level of care and planning through a virtual …

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Herbal medicine has been around for centuries, with different cultures having their own cures and uses for other plants. Today, herbalism still has a place in building a healthy lifestyle. In this episode, Ken New speaks with Christine Slotin, founder and owner of Herbal Cottage, on how she helps customers find suitable herbal remedies for …

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Are you preparing for your retirement solely with financial security in mind? While money is undoubtedly important, it can only take you so far if your physical and mental health is not up to par.  In this must-listen episode, Ken New sits down with the incredible Suzanne Elliott, Principal and Superintendent of Brevard County’s largest …

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Are you curious about how the aging American population is affecting Medicaid benefits for those 18 and above? Join Ken New and special guest Alecia Barnette, the Senior Vice President of Care Planning Solutions with the Financial Independence Group, as they explore retirement healthcare planning and share expert insights on creating a comprehensive long-term care …

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Don’t let medical expenses eat away at your retirement savings! Aging brings several challenges, including financial ones. But, what if you could prepare for the medical side of retirement planning? In this episode, Ken New focuses on the medical side of retirement planning. He explores different medical issues that could arise and strategies to build …

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How would you envision your retirement? Would you like to travel the world, pursue your hobbies, or aim to leave an inheritance? What do you want your legacy to be? In this episode, Ken New delves into the topic of retirement planning and highlights the similarities and differences between planning for an average-income household versus …

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Unleash the Power of Tax Planning: Ken New Takes on the Biggest Challenge for Retirees!  Ken New is on a mission to help retirees protect their hard-earned savings from the jaws of taxes. Join him as he explores the world of tax planning and demystifies the often confusing terms associated with it. Ken will also …

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Every person has been told to be cautious when it comes to sharing their personal information. With financial advisors, that personal information could be the difference between a boilerplate retirement plan and a personalized plan. In this episode, Ken New delves into the importance of personalization in retirement planning. He explains how working closely with …

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After retirement, your investments become your primary source of income. What strategies can you use to protect your retirement income without a steady paycheck? In this episode, Ken New focuses on the endowment strategy as a way to safeguard retirement investments from taxes or market fluctuations. He offers insights on how to streamline retirement accounts …

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Are you on track to achieve the retirement of your dreams? Join Ken New as he uncovers the secrets to a successful retirement in the first installment of the Roadmap to Retirement series. Learn about the 5 key fundamentals of retirement planning: Income Planning, Investment Planning, Tax Planning, Health Planning, and Legacy Planning. These fundamentals …

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