KPC Smart Money Podcast

By: Kevin and Karin Christ
  • Summary

  • Each week, Karin and Kevin Christ will look at important issues about financial planning. They will use their experience as independent financial advisors to help leave you smarter and more informed about retirement.

    Disclosure: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.KPC Financial Solutions LLC is a registered investment adviser located in Lewisville, TX. KPC Financial Solutions LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Insurance products and services are offered and sold through KPC Financial Solutions LLC and individually licensed and appointed insurance agents.
    Copyright Ethan Koch
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Episodes
  • Episode 151: Tax Free Retirement with Fixed Indexed Universal Life (FIUL)
    Jan 30 2025
    How can you create tax free income and legacy for retirement? One of the most powerful tools is unfortunately not talked about enough. It is called Fixed Indexed Universal Life, and it has multiple benefits both while you are living and when you are gone.

    Key Takeaways:
    • Build tax free cash value
    • Surviving spouse tax free income replacement
    • Long Term Care benefits
    • Tax Free death benefit for your heirs
    • Not included in assets for college planning and the FAFSA
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    13 mins
  • Episode 150: Your Investment Risk Tolerance
    Jan 23 2025
    We all have a risk tolerance - how much risk td you want to take for the commensurate reward? In stock market investing, risk is defined by 5 categories. Today we explain each category and debunk some of the myths that it is based only on age.

    Key Takeaways:
    • Conservative
    • Moderately Conservative
    • Moderate
    • Moderately Aggressive
    • Aggressive
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    13 mins
  • Episode 149: New Years Resolutions 2025
    Jan 16 2025
    January is historically the time to make resolutions to improve our lives. Unfortunately, about 90% of people will not be able to keep their resolutions. Today we will talk about making small steps that can become permanent habits.

    Key Takeaways:
    • Increasing physical fitness without a gym membership
    • Simple weight loss techniques
    • Written goals for faith, family, work and health
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    13 mins

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