Episode #15: Integrated Advice Is Better Advice

When it comes to building a holistic retirement plan, all of the individual pieces should be working together harmoniously, whether that’s planning, investing, or taxes. Let’s talk about why integrated advice is often hard to come by, and why it’s crucial to building a successful retirement plan. Continue reading

Episode #13: Deconstructing Variable Annuities & Why Commissions Drive Their Sale

If you listened to Episode #12, you heard the rundown on just about every type of annuity except the variable annuity. So what exactly is involved in a variable annuity? Why is it almost like a four-letter word to so many in the retirement community? Kevin will give you the details on what these annuities do, what you should look out for, and if there ever truly is a reason you would want to invest in one. Continue reading