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The Pillar Planning Process = A Successful Retirement!
Manage episode 437969640 series 3561344
Innhold levert av Impact Partnership and Kevin Bock. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Kevin Bock eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Kevin emphasizes the need for coordination among various financial professionals to ensure a holistic approach to retirement planning. Kevin highlights the Pillar Planning Process, which covers income needs, assets, taxes, healthcare, legacy planning, and legal considerations. He also addresses the challenges of inheriting money and the importance of educating beneficiaries on how to manage their inheritance wisely.
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