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The Election, Investment Decisions and Financial Planning
Manage episode 436429766 series 3561344
Innehåll tillhandahållet av Impact Partnership and Kevin Bock. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Impact Partnership and Kevin Bock eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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.
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