Episodes

  • Tackling the Risks of Taxes and Inflation - January 25, 2025

    Tackling the Risks of Taxes and Inflation - January 25, 2025
    Jan 27 2025
    When we think about risks to retirement, it’s natural to focus on the big, dramatic market downturns—like those we’ve seen in the past and will undoubtedly face again in the future. But those aren’t the only threats. The looming possibility of higher taxes, persistent inflation, and other challenges all contribute to the very real fear of outliving your savings.

    For more information about retirement planning, visit KPCFinancialsolutions.com!
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    44 mins
  • Searching for the Appropriate Retirement Income Strategy - January 18, 2025

    Searching for the Appropriate Retirement Income Strategy - January 18, 2025
    Jan 20 2025
    In retirement, you need a second opinion regarding your approach to investments and savings. You accumulated assets well up to this point, but how will you turn that into reliable income when you stop working? Kevin and Karin share their thoughts on an appropriate retirement income strategy and what that first meeting with them will look like for you.

    For more information about retirement planning, visit KPCFinancialsolutions.com!
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    44 mins
  • Four Common, But Faulty, Assumptions That Can Ruin Retirement - January 11, 2025

    Four Common, But Faulty, Assumptions That Can Ruin Retirement - January 11, 2025
    Jan 13 2025
    We've seen some "Spreadsheet Sams" come into the office with a nice, detailed layout of their portfolio. But do you know exactly how to turn all your assets into income into retirement? While having a spreadsheet or a portfolio is nice, we've noticed four common blunders trip up people during retirement.

    For more informaiton about retirement planning, visit KPCFinancialsolutions.com!
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    44 mins
  • Retirement Planning Beyond Politics - January 4, 2025

    Retirement Planning Beyond Politics - January 4, 2025
    Jan 4 2025
    The country will have a new presedential administration later this month. Instead of focusing on the headlines coming out of Washington, you need a financial plan that can withstand policy changes. How does a new president impact the markets and the ecomony? Will your retirement look different in the next 4 years?

    For more informaiton about retirement planning, visit KPCFinancialsolutions.com!
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    44 mins
  • Portfolio Stress Testing - December 28, 2024

    Portfolio Stress Testing - December 28, 2024
    Dec 30 2024
    How much risk is too much risk in retirement? How aggressive do you want your investments to be after you are done working? Kevin and Jay discuss that and more on this week's KPC Financial Hour.
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    44 mins
  • Rebalancing Portfolios for Retirement - December 21, 2024

    Rebalancing Portfolios for Retirement - December 21, 2024
    Dec 23 2024
    Jay Angotti, Certified Financial Planner "to the stars", joins Kevin to discuss the importance of rebalancing your portfolio as you approach retirement. The duo explains that the way you invested to build wealth before retirement isn't the most prudent way to get through your retirement years.
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    44 mins
  • Grandparenting By the Numbers - Financial Planning for Generations - December 7, 2024

    Grandparenting By the Numbers - Financial Planning for Generations - December 7, 2024
    Dec 16 2024
    44 mins
  • Beating the Odds and Making Moves for a Sound Retirement - November 23, 2024

    Beating the Odds and Making Moves for a Sound Retirement - November 23, 2024
    Nov 25 2024
    Beating the Odds and Making Moves for a Sound Retirement - November 23, 2024 by KPC Financial Hour
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    44 mins