Wills, Trusts and Legacy plans are important, but did you know that one of the most important things you can do is a letter of last instruction? In today's show Kevin goes over what you need to do to create one.
More and more people are needing long-term care and the costs keep going up. In this episode Kevin talks about this crises and strategies to help plan for it and deal with it.
It is time to look at your tax situation and investments. In this episode we talk about the importance of this and how to make the necessary adjustments.
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.
Nobody likes the word tax, but when it's followed by "free" it's a great thing! On the show today we talk about some possible tax-free options for income in retirement.
The 5 years leading up to your retirement are very important and it is crucial that you have a plan in place to be properly prepared, including an income that will last. Kevin talks about strategies to help you prepare and goes over some mistakes to avoid those last 5 critical years before retirement.
This show is about giving back to others and the rewards of that. We focus on a great program for youth, with our guest Audrey Wright.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything…
suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.