Podcast

Mortgage Management

Most financial people only focus on your assets. Listen to Kevin share four examples of clients where better incorporating a holistic view of their finances — assets and liabilities included — made a significant financial imporvements in each of their lives. Continue reading

Death Of The Stretch IRA

Believe it or not Congress actually agrees on something … that your beneficiaries shouldn’t be allowed to stretch IRA required distributions over their lifetime. Listen in to hear Kevin talk about this likely law change is an issue, who is mostly affected (hint: larger IRA owners), and what to do about it. Continue reading

Reasons to Invest Internationally

How much money do you have in international investments? How much should you have? Listen to Kevin discuss what the science of investing says and why you are likely underallocated to international markets. And be sure to listen to the end where he shares a story of a recent conversation with a new client related to international investing. Continue reading

What Is Financial Life Planning?

Financial life planning is being purposeful in continually moving your life in the direction you desire and then matching your finances to support it. Said another way, it is financial planning done right. Listen to Kevin share a story of a client evaluate trade-offs and find a work-life balance that is better for them. He also shares a story of how he and his wife made big life changes after their first child was born … changes that would require Kevin to work several more years before they will reach financial independence. Whether you are in the heart of your working years or at retirement, this is one episode you won’t want to miss. Continue reading

Will Social Security Be There For Me?

Social Security’s future solvency is a regular discussion point when consid­ering your retirement planning. Simply put: can you rely on receiving what is shown on your Social Security statement? Tune in to hear the latest nuggets from the 2019 Social Security Trustee’s report – he read it so you don’t have to – and what Kevin believes to be the most likely reforms. Continue reading