Retire with the Aldens

Gary Alden discusses how tolerance varies among individuals and can change over time due to life events. Gary reflects on a couple who experienced a significant loss during the 2008 stock market crash and how they opted for a zero-risk investment strategy for their retirement. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

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Gary Alden breaks down why compatibility with a financial advisor is essential. He goes on to explain how accumulation and distribution phases require different strategies. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.

Gary Alden discusses how retirement decisions are often prompted by changes in job situations. Factors to consider before retiring include goals, income needs, health situation, and financial plans.

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.

Gary Alden breaks down how proper planning and education are crucial to ensure a secure financial future. He explains a couple's bucket list can be expensive and may need to be adjusted to align with their financial situation. However, with proper guidance and planning, it is possible to achieve a significant portion of their goals. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.

Gary Alden discusses the risks and challenges that individuals face when planning for retirement. Gary says the main risks are inflation, timing, longevity, and behavioral.

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.

Gary Alden breaks down the potential wrong calls that people can make. He covers four common mistakes in retirement planning: avoiding the stock market, claiming Social Security early, not planning for long-term care, and not having a basic will. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.

Gary Alden discusses common myths in retirement planning, such as overestimating taxes and assuming expenses will decrease in retirement.

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.

Gary Alden delves into the uncertain future of Social Security, the potential impact of its depletion, and the need for individuals to safeguard their retirement income. Gary emphasizes the importance of considering fixed annuities as a hedge against Social Security cuts and volatility in the stock market.

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.

Tom Hanks shares the advice of 'this too shall pass' as a valuable lesson in life. However, when it comes to retirement planning, waiting is not an option. Financial advisor, Gary Alden recommends starting retirement planning as soon as possible, even if it means contributing to a 401k plan with limited funds. He emphasizes the importance of taking risk off the table as retirement approaches and the fear of running out of money in retirement. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.

There are certain penalties when it comes to your IRA. Gary Alden explains what could happen if you make withdrawals before you reach 59.5. 

To schedule a complimentary financial plan with Kingwood Investment Group visit thekig.com

Gary Alden and Christopher Alden of Kingwood Investment Group have years of experience and personalized services focused on your needs, wants, and long-term goals. They have helped clients with retirement planning, personal finances, taxes, estate planning, wealth management, and so much more. Listen as Gary and Christopher cut through the confusion of retirement on ‘Retire with the Aldens’ every week!

See omnystudio.com/listener for privacy information.