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The Election, Investment Decisions and Financial Planning

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Manage episode 436429766 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Kevin discusses various topics related to retirement and financial planning. He emphasizes the importance of not making investment decisions based on election outcomes and instead focusing on long-term financial goals. He also talks about determining the amount of money needed for retirement and the importance of creating a personalized retirement plan. Additionally, Kevin discusses estate planning and leaving a legacy, the impact of inflation on retirement savings, and the misconceptions about claiming Social Security benefits early. Finally, he highlights the reasons why clients choose to work with him, including his personalized approach and expertise in tax planning.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

See omnystudio.com/listener for privacy information.

  continue reading

173 episoade

Artwork
iconDistribuie
 
Manage episode 436429766 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Kevin discusses various topics related to retirement and financial planning. He emphasizes the importance of not making investment decisions based on election outcomes and instead focusing on long-term financial goals. He also talks about determining the amount of money needed for retirement and the importance of creating a personalized retirement plan. Additionally, Kevin discusses estate planning and leaving a legacy, the impact of inflation on retirement savings, and the misconceptions about claiming Social Security benefits early. Finally, he highlights the reasons why clients choose to work with him, including his personalized approach and expertise in tax planning.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

See omnystudio.com/listener for privacy information.

  continue reading

173 episoade

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