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  • Building a Partnership to Help Secure Your Financial Future - June 14, 2025

    Building a Partnership to Help Secure Your Financial Future - June 14, 2025
    2025/06/16
    Karin and Kevin dive into finding the right financial advisor, emphasizing the importance of trust, transparency, and alignment with your retirement goals. They provide insight into selecting an advisor who matches your needs and offer tips for ensuring your financial partner supports your vision for the future.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
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    44 分
  • Beating the Odds: Making Moves for a Sound Retirement - June 7, 2025

    Beating the Odds: Making Moves for a Sound Retirement - June 7, 2025
    2025/06/09
    Kevin and Karin are shaking up retirement strategies with tips on beating the odds and making smarter financial moves. They dive into how you can shield your retirement savings from tax changes, market volatility, and more, using savvy tactics like the bucket strategy. Stick around as they unpack essential steps to solidify your retirement plans and keep you ahead of the financial game.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
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    44 分
  • Unlocking Tax-Free Income in Retirement - May 31, 2025

    Unlocking Tax-Free Income in Retirement - May 31, 2025
    2025/06/02
    Kevin and Karin dive into the benefits of Roth conversions, emphasizing how planning ahead can lead to tax-free income during retirement. They discuss the unpredictability of future tax rates, especially given the increasing national debt, and stress the importance of crafting a personalized strategy that fits your unique financial situation.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
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    44 分
  • The New Retirement Equation - May 24, 2025

    The New Retirement Equation - May 24, 2025
    2025/05/26
    Kevin and Karen discuss the changing retirement landscape, emphasizing the shift from pensions to personal savings and the importance of diversified income strategies like the bucket approach to manage market volatility. They highlight the unique challenges women face due to longer life expectancies and lower lifetime earnings, advocating for proactive planning to ensure income longevity. Additionally, they stress the importance of comprehensive tax planning rather than annual tax preparation to optimize long-term savings.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
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    44 分
  • Retirement Income Blueprint - May 17, 2025

    Retirement Income Blueprint - May 17, 2025
    2025/05/19
    Kevin and Karen discuss the process of building robust retirement income strategies using their retirement blueprint software. The conversation highlights the psychological shift from receiving regular paychecks to strategic planning for reliable income streams. They emphasize the importance of scenario testing against economic factors such as market downturns, inflation, and healthcare costs, to ensure financial security. Kevin and Karen also address the common misconception around the 4% rule and how modern retirement planning needs to adapt to current economic realities.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
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    44 分
  • How Do You Create Retirement Income? - May 10, 2025

    How Do You Create Retirement Income? - May 10, 2025
    2025/05/12
    Kevin and Karin explore strategies for creating stable retirement income, including using dividends, the 4% withdrawal rule, and annuities. They discuss how the retirement blueprint can help manage taxes, assess risk tolerance, and ensure diversified income streams, while highlighting the importance of customizing plans to fit individual needs and goals.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
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    44 分
  • 3 Essential Pillars of Financial Security - April 19, 2025

    3 Essential Pillars of Financial Security - April 19, 2025
    2025/04/21
    Kevin and Karen dive into the three essential pillars for financial security in retirement: tax planning, investment management, and income generation. Discover why you need more than just investment returns to ensure a financially secure retirement. This episode covers strategies to create reliable income streams and manage taxes effectively, emphasizing the importance of having a written plan for long-term success.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
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    44 分
  • Be Wary of Stereotypical Investor Mistakes - April 12, 2025

    Be Wary of Stereotypical Investor Mistakes - April 12, 2025
    2025/04/14
    Kevin and Karen tackle the topic of market volatility and the common mistakes investors make during turbulent times. From panic selling to timing the market, the discussion covers the different investor types and how to avoid costly errors. Plus, learn why it's crucial to have a comprehensive retirement plan that aligns with your risk tolerance and long-term goals.

    For more information on retirement planning, visit kpcfinancialsolutions.com!
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    44 分