Retirement Talk with Kevin Bock
204 episodes - English - Latest episode: 4 days ago - ★★★★★ - 3 ratingsWhen you think about the next 30-40 years of life, what do you see? Are you happily retired, checking items off your bucket list? Or are you struggling to pay your bills? If you don’t have a plan for retirement, you’re already behind! Kevin Bock, of Integrity Retirement Solutions, uses his three decades of experience to help people just like you cross the retirement finish line with the confidence that comes from having a customized income plan. When planning for your financial future, there are so many moving parts: income planning, tax planning, healthcare planning and legacy planning, just to name a few. It’s important to educate yourself and to work with a professional. Welcome to Kevin’s podcast, “Retirement Talk with Kevin Bock”!
Join Kevin for his weekly radio show, "Retirement Talk with Kevin Bock" Saturdays @ 9:30am on Talk Radio 1320 WJAS!
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Episodes
Demystifying Retirement Planning: Expert Advice with Kevin Bach from Integrity Retirement Solutions
April 23, 2024 08:00 - 13 minutes - 12.8 MBIn this episode, Kevin discusses the startling statistics revealing the lack of retirement savings among Americans and the crucial need for financial education in retirement planning. With over 35 years of experience, Kevin emphasizes the importance of personalized, educational approaches to retirement planning, focusing on understanding clients' goals and concerns. He shares insights into the initial consultation process, highlighting the importance of gathering comprehensive financial info...
When Should You Start Planning for Retirement? (and How to Maximize Your Income in Retirement)
April 16, 2024 08:00 - 18 minutes - 17 MBIn this episode, Kevin discusses the importance of starting retirement planning early, regardless of your age. He emphasizes the need for estate planning documents like wills and power of attorney, and explains how these documents can protect your assets and your family. Kevin also dives into strategies for maximizing your income in retirement. He covers topics like: Guaranteed income options to protect against inflation Annuity reviews to see if you can get a better deal Rebalancing you...
Unlocking Guaranteed Lifetime Income: Strategies for Financial Security
April 09, 2024 08:00 - 9 minutes - 8.54 MBIn a world where pensions are becoming scarce and concerns about retirement savings are on the rise, Kevin explores innovative solutions to ensure a stable income stream for life. Discover how to create a personalized pension-like income source that shields you from market volatility and inflation. Kevin shares success stories of clients who have maximized their inheritances and transformed their retirement savings into substantial legacies. Learn about the power of annuities in generating r...
Election Impact on Markets & Safeguarding Retirement: 4% Rule Risks Revealed
April 02, 2024 08:00 - 9 minutes - 9 MBIn this episode, we explore the intersection of elections and markets, unraveling the uncertainties and preparing you for potential market fluctuations in 2024. With speculation rife about a looming recession and heightened volatility due to the election year, many are left wondering about the fate of their investments. Kevin shares insights into market forecasts, drawing from renowned analysts like Harry Dent, to help you understand the implications for your retirement portfolio. Discover ...
Rebuilding Trust After Financial Advisor Loss & Navigating Election Uncertainty
March 26, 2024 08:00 - 9 minutes - 8.51 MBDelve into the aftermath of a financial advisor's mismanagement, as Kevin discusses strategies for rebuilding trust and navigating the complexities of investment losses. Gain valuable insights into understanding market fluctuations and the importance of aligning investment decisions with individual risk tolerance and financial goals. In response to a reader's dilemma of losing $200,000 in retirement funds, Kevin provides expert analysis, questioning whether the loss was due to market downtu...
Jeff Bezos' Tax Moves & Overcoming Retirement Spending Fear
March 19, 2024 08:00 - 10 minutes - 9.97 MBKevin dissects Jeff Bezos' strategic relocation from Washington to Florida for tax purposes. Learn how Bezos leverages state tax disparities to potentially save hundreds of millions of dollars in capital gains and estate taxes, offering valuable insights for savvy retirement planning. But tax optimization isn't reserved for billionaires. Kevin dives deep into practical tax-saving strategies for retirees, shedding light on Pennsylvania's inheritance tax and offering real-life examples of how...
Unlocking Tax-Saving Strategies & Navigating Healthcare Costs in Retirement
March 12, 2024 08:00 - 8 minutes - 8.15 MBAs tax season unfolds, many individuals are grappling with ways to minimize their tax burden and maximize their retirement income. Kevin sheds light on innovative tax reduction strategies that could potentially save retirees thousands of dollars annually. In addition to tax planning, healthcare expenses loom large on the retirement horizon. With healthcare costs skyrocketing, retirees are confronted with the daunting reality of funding medical needs in retirement. Kevin breaks down the lat...
Retirement Talk with Kevin Bock (Trailer)
March 08, 2024 19:50 - 42 seconds - 699 KBWelcome to a preview of Retirement Talk with Kevin Bock, the podcast! Here, we discuss the major financial headlines and breakdown the myths surrounding preparing for retirement. Kevin Bock, with over 30 years of experience shares his unique perspective on retirement planning. Discover how Integrity Retirement Solutions can help you create income that lasts a lifetime, is tax advantaged and shielded from risk. Integrity Retirement Solutions is a company committed to helping shape your re...
Unlocking Retirement Security: Annuities, Pension-Like Income, and Smart Decision-Making
March 05, 2024 09:00 - 11 minutes - 10.5 MBDiscover why Ted Benham, often hailed as the father of the 401K, advocates for integrating annuities into retirement portfolios to emulate the security of traditional pensions. Learn how annuities can provide a steady, guaranteed income stream during retirement, mitigating the challenges of managing investments in volatile markets. Kevin discusses strategies to create pension-like income streams using annuities, offering valuable insights into optimizing retirement savings for financial stab...
Supporting Caregivers: Navigating Long-Term Care with Integrity Financial Solutions
February 27, 2024 09:00 - 11 minutes - 10.9 MBKevin emphasizes the staggering number of Americans serving as caregivers and the substantial financial burden they bear, averaging over $7000 in out-of-pocket expenses annually. From meal preparation to medication assistance, caregivers undertake various responsibilities, often juggling caregiving with work and other commitments. At Integrity Retirement Solutions, Kevin and his team specialize in providing resources and guidance for families navigating the complexities of caregiving. Recog...
Impact of Elections on Your Retirement Savings & The Dangers of 'Just One More Year' Mentality
February 14, 2024 09:00 - 11 minutes - 10.9 MBKevin explores the impact of elections on financial markets, offering insights into historical trends and potential scenarios regardless of the election outcome. With discussions ranging from market volatility to long-term investment strategies, Kevin provides actionable advice to help listeners navigate uncertain times and protect their financial future. Moreover, Kevin sheds light on the common trap of the "just one more year" mentality, emphasizing the importance of making informed decis...
Maximizing Social Security Benefits & Navigating Quarterly Taxes: Expert Insights
February 07, 2024 09:00 - 7 minutes - 6.82 MBWith nearly 90% of Americans claiming Social Security benefits before their full retirement age, it's essential to understand the implications of early or delayed claiming. Kevin explains how his team educates clients to calculate the optimal claiming strategy tailored to their unique circumstances, considering factors like income, health insurance, and retirement plans. Transitioning to the topic of taxes, Kevin sheds light on the complexities of the tax code, often misunderstood by taxpay...
Decoding Social Security Risks: An In-Depth Interview with David Duley
January 30, 2024 09:00 - 14 minutes - 12.9 MBKevin sits down for an exclusive interview with David Duley, the founder of the groundbreaking Social Security Risk Score software. As concerns about potential Social Security reductions loom, this interview delves into the intricacies of how this innovative tool can provide unique insights into individual risk factors. Kevin and David explore the looming challenges facing Social Security, including potential reductions of 17-25% by 2033. The Social Security Risk Score, likened to a "blood ...
Financial Headlines Unveiled: Is the Biggest Crash of Our Lifetime Imminent?
January 23, 2024 09:00 - 9 minutes - 9.06 MBIn this episode, Kevin explores predictions of the largest market crash since the early 80s, with insights from financial expert Harry. Discover the factors contributing to the market's vulnerability and the potential impact on major indices. Harry recommends staying out of the market for 6 to 12 months and reentering post-crash. Kevin provides a critical analysis of this prediction, emphasizing the uncertainties in market timing and the contrasting opinions on future market growth. He delv...
Securing Your Retirement: Long-Term Care Planning and Annuity Trading Insights
January 17, 2024 09:00 - 7 minutes - 6.73 MBIn todays episode, Kevin sheds light on the often-overlooked topic of long-term care, emphasizing the need for a proactive plan. Discover real-life scenarios where families faced financial challenges due to unforeseen healthcare expenses and learn how strategic planning can safeguard your assets and ensure peace of mind. Then, Kevin explores the potential benefits of trading annuities, especially in today's market with higher interest rates. Uncover how reevaluating and possibly trading an ...
Unveiling Kevin Bock's Unique Approach to Retirement Planning
January 09, 2024 09:00 - 6 minutes - 5.98 MBIn this episode, discover what sets Kevin apart in the retirement planning landscape. As a four-time "Best of the Best" winner, Kevin Bach shares insights into the distinctive aspects of Integrity Retirement Solutions' approach. Learn why Kevin's focus extends beyond just financial portfolios. As a Certified Senior Advisor, Kevin emphasizes the importance of understanding the broader aspects of aging and care. Discover the key elements that make up a comprehensive retirement plan, including...
Maximizing Your Legacy: Smart Strategies to Reduce RMD Taxes
January 03, 2024 09:00 - 3 minutes - 3.61 MBDiscover the six tips outlined in a recent article that can help you effectively reduce RMD taxes. Kevin and his co-host discuss popular strategies, including the IRA to Roth conversion and charitable contributions, shedding light on their potential benefits and considerations. Explore the concept of tapping into your IRA strategically to lower the balance, and learn about the innovative approach called "legacy conversion." Kevin explains how this strategy involves moving funds into trusts...
Securing Your Future: Long-Term Care Strategies with Kevin Bock
December 26, 2023 09:00 - 4 minutes - 3.99 MBAs we all aspire to live longer, it becomes imperative to ensure our financial well-being can withstand unforeseen health challenges. Kevin shares real stories of families impacted by unexpected long-term care needs, highlighting the potential financial strain it can place on retirees. Discover how a well-thought-out plan can make a significant difference. Kevin recounts a recent case where an $800,000 addition to a client's portfolio became a lifeline, covering long-term care expenses and ...
Navigating Retirement Amidst Political Uncertainty: A Deep Dive into Tax Changes
December 19, 2023 19:58 - 4 minutes - 3.86 MBAs we approach 2024, a year marked by promises and election fervor, one critical aspect to consider is the impending end of the tax Trump code in two years. In this episode, Kevin explores the intricate relationship between politics, tax codes, and investment strategies. Delve into the question of how much weight politics should carry in your investment decisions. Does the color of the White House influence your risk tolerance or conservative approach? Kevin provides insights into the histo...
Unlocking Retirement Excellence: What Sets Us Apart at Integrity Retirement Solutions
December 12, 2023 09:00 - 6 minutes - 6.03 MBJoin us in congratulating Kevin and the team on clinching the Best Financial Planner title in Westmoreland County for the fourth consecutive year! Discover why the community has consistently chosen them as the best of the best. In this episode, Kevin discusses the unique factors that set Integrity Retirement Solutions apart. Kevin reflects on the journey since 1989, emphasizing the team's commitment to evolving with clients' needs. Hear about the comprehensive approach that includes attendi...
Securing Your Retirement Amid Social Security Uncertainty
December 05, 2023 09:00 - 6 minutes - 6.11 MBIn this enlightening episode of Retirement Talk with Kevin Bock, Kevin addresses the pressing concerns surrounding Social Security's potential insolvency by 2033. Recent reports indicate a looming 25% cut in benefits, raising questions about Congress's role in rescuing this crucial financial pillar. Special guest David Dooley introduces the Social Security risk score, shedding light on the anticipated challenges for individuals reaching retirement age in the next decade. The podcast explore...
Unlocking Your Retirement Passion: Why Americans Choose to Work Beyond 60% Retire Early
November 28, 2023 09:00 - 5 minutes - 5.21 MBA recent survey found that nearly 60% of retirees aren't ready to fully retire. Many Americans are choosing to continue working, whether part-time or full-time, well into their retirement years. Kevin shares insights into the benefits of postponing retirement and explores the potential obstacles individuals may face. Discover the diverse paths retirees are taking, from pursuing hobbies like teaching skiing or working at golf courses to finding new purposes that keep them engaged and fulfill...
Navigating Retirement Hazards: Strategies for a Secure Future
November 20, 2023 09:00 - 6 minutes - 5.67 MBThe podcast delves into the number one fear in retirement—running out of money—and identifies unexpected catastrophic healthcare expenses as the leading cause. Kevin provides a comprehensive approach to address healthcare costs, ensuring that clients have a plan in place to navigate potential challenges. Learn why it's crucial to look beyond the present and consider the future. Kevin sheds light on the longevity aspect, emphasizing that with statistics showing one in two married individuals...
Crafting Your Retirement: Strategies for Financial Freedom
November 14, 2023 09:00 - 5 minutes - 4.92 MBDiscover the importance of creating diverse income streams, making your money work for you even as you sleep. We delve into the changing landscape of retirement, where pensions are rare, and personal responsibility plays a crucial role. Learn about in-service non-hardship distributions and how you can turn your 401K into your personal pension for a secure future. Kevin emphasizes the significance of starting early and harnessing the power of compound interest. Whether you're contemplating r...
Year-End Financial Checklist: Maximize 401K Contributions & Tax Efficiency
November 07, 2023 09:00 - 6 minutes - 5.97 MBAs we step into the final quarter of the year, it's time to take stock of your financial situation and ensure you're making the most of your retirement plans. Morningstar's Christine Benz suggests one essential box to check: maximizing your 401K contributions. For those over 50, this can mean contributing up to $30,000 in 2023. But the financial checklist doesn't end there. Explore ways to leverage Traditional and Roth IRAs, health savings accounts, and qualified charitable distributions (Q...
Empowering Your Retirement: Long-Term Care and Annuity Upgrades
October 31, 2023 08:00 - 7 minutes - 7.31 MBFirst, we explore the often-avoided topic of long-term care. While many of us prefer not to think about it, the reality is that we're living longer lives, and that means we need our retirement savings to stretch as far as we do. Unexpected medical expenses, especially those related to long-term care, can take a significant toll on your finances. We discuss a recent client case where an addition of $800,000 to their portfolio ensured they were prepared for long-term care expenses, granting th...
Redefining Retirement: New Worst Case Scenarios and Unconventional Solutions
October 24, 2023 08:00 - 9 minutes - 8.37 MBIn this episode, hear Kevin explore the impact of inflation and the Federal Reserve's role in shaping the future. Will the 4% or even 4.8% rule withstand the test of time? The uncertain economic environment has everyone on edge. With over three decades of experience, Kevin explains the importance of creating a personalized retirement plan. He introduces the idea of a customized withdrawal strategy based on individual circumstances, such as risk tolerance and specific financial goals. This ...
Retire with Confidence: Annuities as Bond Replacements & Crafting Your Post-Retirement Life
October 17, 2023 08:00 - 8 minutes - 7.57 MBre you prepared for the journey into retirement? As the financial landscape evolves, it's essential to protect your retirement savings. The traditional solution? Bonds. However, in these volatile times, bonds might not be the best choice. Kevin expands on this notion, emphasizing the benefits of annuities as bond replacements. He explains how annuities can provide a safer and potentially more profitable alternative. Looking for consistent income? Annuities might be the answer. But retire...
Social Security Payouts and the Hidden Tax Insights You Need
October 10, 2023 08:00 - 6 minutes - 6.22 MBIn this episode, Kevin dives into the intriguing world of Social Security payouts and the often overlooked aspects of earned income taxes in retirement. The discussion kicks off with a critical question: Is the Social Security payout you've been counting on guaranteed to remain the same? Kevin sheds light on potential changes that could impact your Social Security benefits, including adjustments to income caps and reduction percentages, all aimed at extending the program's sustainability. ...
Social Security's Uncertain Future and the Golden Bachelor's Retirement Story
October 03, 2023 08:00 - 8 minutes - 7.86 MBIs Social Security's future secure? The history of Social Security reforms and potential future cuts loom large. If you've ever wondered whether Social Security will be there for you, this is a must-listen episode. In 1983, Congress made pivotal changes to Social Security, including cutting benefits and raising retirement ages. Fast forward 40 years, and Social Security faces new challenges. Kevin Bach breaks down the potential risks to your Social Security income and discusses the signifi...
Why Americans Need a Financial Advisor: Maximizing Legacy and Minimizing Taxes
September 26, 2023 08:00 - 7 minutes - 6.72 MBOnly 35% of Americans use a financial advisor, despite the monumental impact financial decisions can have on one's retirement. Kevin discusses what a financial advisor brings to the table, emphasizing the critical role of knowledge in retirement planning. The conversation unfolds with real-life examples of how expert advice can make an enormous difference in retirement outcomes. Kevin shares a case study where they transformed a potentially massive tax burden on highly appreciated assets i...
Avoiding the 4 Biggest Retirement Withdrawal Mistakes & Finding Purpose in Retirement
September 19, 2023 08:00 - 8 minutes - 7.61 MBIn this episode Kevin discusses the four worst mistakes people make in withdrawing from their accounts. He also talks about the importance of having a plan for retirement and how to make sure you're doing it the right way. Here are the four worst mistakes people make in withdrawing from their accounts: Not having a plan. Withdrawing too much money too soon. Not taking into account taxes and healthcare costs. Not having a diversified portfolio. Kevin discusses the importance of hav...
How to Avoid Paying Millions in Taxes in Retirement
September 12, 2023 08:00 - 7 minutes - 6.72 MBIn this weeks episode, Kevin discusses how to avoid paying millions in taxes in retirement. He shares a case study of a client who had amassed a large amount of highly appreciated assets and was facing a significant tax bill. Kevin explains how he was able to help the client create a tax-free legacy for their children. Kevin also discusses the importance of working with a financial advisor who understands the tax code and can help you minimize your taxes in retirement. He emphasizes that y...
Annuities: Are They Right for You?
September 05, 2023 08:00 - 10 minutes - 9.56 MBIn this episode Kevin discusses the pros and cons of annuities. He explains how annuities can provide guaranteed income in retirement, but also discusses the limitations of annuities, such as the 10% withdrawal rule. Kevin also talks about how annuities can be a part of a comprehensive retirement plan, but should not be the only source of income! #retirement #financialplanner #financialliteracy #wealth #fyp #podcast #annuities #income Schedule your Complimentary Consultation with Ke...
Navigating Market Volatility: Protecting Your Nest Egg with Tony Bennett's Wisdom
August 29, 2023 08:00 - 6 minutes - 5.79 MBThe passing of legendary singer Tony Bennett serves as a poignant reminder of the value of adaptability and change. Discover how Tony's approach to singing and life holds valuable lessons for securing your financial future. Kevin delves into the importance of adaptable retirement plans that can zig and zag according to life's unexpected twists.Kevin emphasizes the need to proactively plan for the worst while aiming for the best. Kevin, a certified senior advisor with extensive experien...
Empowering Your Retirement: Navigating Soft Landings and Secure Futures
August 21, 2023 21:25 - 8 minutes - 8.08 MBKevin explores the intriguing concept of a "soft landing" and its implications for the economy. Gain insight into how Kevin and his team provide a comprehensive approach to retirement planning that considers not only market conditions but also personalized needs and goals. Learn how this unique approach can alleviate retirement stress by providing guaranteed income and secure financial strategies. Schedule your Complimentary Consultation with Kevin Today - HERE! #retirement #financia...
Maximizing Roth IRA: Backdoor Strategies and Retirement Track
August 14, 2023 15:00 - 6 minutes - 5.69 MBHave you ever wondered how you measure up against retirement benchmarks? Kevin dives deep into this question, shedding light on why comparing your retirement savings to others might not be the wisest approach. Discover the power of customizing your retirement strategy based on your unique financial needs, steering clear of unnecessary stress and expenses. Kevin shares how to determine the right amount to contribute to your 401K and suggests smart alternatives to effectively manage your tax o...
Overcoming Retirement Fears: Planning for Financial Security and Long-Term Care
August 07, 2023 18:30 - 8 minutes - 7.58 MBIn this insightful episode, we dive into a pressing issue – the fear of retirement surpassing the fear of death for many adults. Discover how we help alleviate stress and anxiety by providing strategic financial planning solutions. We'll explore the significance of efficient tax planning, creating guaranteed income streams, and even the emerging concept of hybrid life insurance policies for long-term care coverage. Join us as we discuss ways to secure your retirement and make informed decisi...
The Stock Market is NOT an Income Plan
July 31, 2023 14:00 - 10 minutes - 9.21 MBBrace yourself for a delayed reaction in the economy. That’s the prediction on interest rates by many financial experts. If they're right, should retirement savers stick to their long-term goals during this time or make adjustments to their portfolio? Remember, the market is NOT an incom eplan - isn’t that where annuities can come into play? See omnystudio.com/listener for privacy information.
Is an annuity the income tool for you?
July 17, 2023 14:00 - 10 minutes - 9.22 MBReliable monthly income is a big concern for retirees. Yahoo Finance looked at the pros and cons of annuities in that role. Two of the objections they site are: 1) Every annuity comes with high fees 2) No access to principle in an emergency. No annuity is created equal, and there many different types - Kevin explains the pros/cons and how an annuity could be a fit for you! Schedule your Complimentary Consultation with Kevin Today - HERE! See omnystudio.com/listener for pr...
Don't Let Uncle Sam Ruin your 401K or IRA & Creating Guaranteed Income!
July 03, 2023 15:00 - 7 minutes - 6.98 MBIf you have a traditional IRA or 401(k), you could run into a tax problem. That’s why you hear people converting those funds to an after-tax Roth IRA a little bit at a time before retirement. How easy or difficult is it to do this? At what age should someone consider making the conversion? Then, it’s one of the most common retirement questions: Is it smart to guarantee some retirement income by putting a portion of funds into an income annuity? And if the answer is yes, how much money...
Retire FROM work TO .... what? Hear how Kevin can help you achieve your retirement goals!
June 19, 2023 14:00 - 12 minutes - 11.1 MBSo, let’s say you’re saving up for retirement and everything looks to be on track. Is there anything else you should do beyond crunching numbers? Vanguard’s Maria Bruno tells the Morningstar financial website that she always encourages people to envision what they want their retirement to be. Kevin explains how he has this conversation with clients helping them find better clarity of their retirement goals. Then, some people are concerned over our national debt, while others say it’s no...
The Solution to Running out of Money!
June 05, 2023 14:00 - 11 minutes - 10.2 MBAmericans are living longer and there’s always the fear of running out of money in retirement. But one way to safeguard against that is an annuity, which offers a guaranteed income stream for life. So how do annuities “befriend” the so-called enemies of retirement? See omnystudio.com/listener for privacy information.
Having a Tax Free Retirement - YES! It's Possible!
May 22, 2023 14:00 - 10 minutes - 9.47 MBWhat crazy thing would Americans do to have a tax-free future? A new survey (by WalletHub) asked that question and found one in ten would clean prison toilets for three years in exchange for never paying taxes again! Well, we all know taxes (and the IRS) aren’t going away. It’s just a matter of controlling how much we give to Uncle Sam. Isn’t that where you and tax planning come in? Then, a new poll (by Retirable) shows many Americans are hoping for the best when it comes to having eno...
Education is KEY when Planning for Retirement
May 08, 2023 14:00 - 10 minutes - 9.87 MBIt’s happening everywhere: They take out 4-way traffic stops and put in roundabouts. One man in PA said they cause tornadoes! WHAT?! Talk about misinformation! Having the wrong information when it comes to planning for retirement can be a HUGE deal breaker. Education is KEY. Hear how Kevin educates his clients and you when helping you create your retirement you have always dreamed of! Call Kevin today for your custom portfolio review where Kevin will dissect your current plan and sh...
How Should You Withdrawal Your Money in Retirement?
April 24, 2023 14:00 - 7 minutes - 7.24 MBYou will likely enter retirement having saved in a number of different places. An article in Smart Asset says if you want to be smart with taxes you should pull the money out in this order: Tax-deferred accounts (IRAs and 401ks), then taxable accounts, then Roth accounts. Hear if Kevin agrees with this strategy and how he advises his clients during the withdrawal phase of retirement. Then, after 20 years, Kelsey Grammer is reprising his famous Frazier character in a sequel that’ll air o...
There's a 70% Chance You will need THIS in Retirement...
April 10, 2023 14:00 - 10 minutes - 9.72 MBHear Kevin explain why he works so hard why he is so passionate about helping YOU prepare for retirement! The government estimates someone turning 65 today faces a 70% chance of needing some type of long-term care services in their remaining years. Buying long-term care insurance late in life is expensive. Is there another option to consider for those who haven’t done their planning? Call Kevin today for your custom Retirement Income Review! See omnystudio.com/listener for privacy...
What's the "gotcha" Expense in Retirement?
March 27, 2023 14:00 - 12 minutes - 11.3 MBThe cost of Long-Term Care can be $10,000 a month or more. No wonder so many say it’s one of the huge “gotcha” expenses in retirement. And now, a dozen states are considering implementing a mandatory tax on people who don’t carry long-term care insurance. Is buying this the best answer to covering those costs? Did you watch the Super Bowl from your couch? So did quarterbacks Tom Brady and Aaron Rodgers. Brady just announced his retirement “for good” from the NFL at age 45. Rodgers – ...
Leaving a Tax Free Legacy!
March 13, 2023 14:00 - 12 minutes - 11.2 MBYou've worked so hard to have the ultimate retirement, do you think you will leave a legacy to your kids/ grandchildren? Entertainer Marie Osmond is a proud mother – and grandmother – at age 63. But she tells US Weekly that there’s one thing she’s made clear to her adult kids – they won’t be getting an inheritance! Osmond plans to give away most of her fortune to help others. Do you have any clients who have felt the same about leaving money to their children? Also, hear the best way to ...
What Happens to Your Taxes in Retirement?
February 27, 2023 17:00 - 8 minutes - 7.72 MBAn article in The Street warns that a lot of people are surprised at how big their tax bill is after they retire. Why does this happen? And are there any steps we can take to lower that bill? Kevin talks about what the first meeting is like and how he can help save you from paying Uncle Sam too much money! Call Kevin today for a Complimentary Tax Analysis! See omnystudio.com/listener for privacy information.