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Understanding Income and Asset Planning
Manage episode 446310607 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.
In this episode, Kevin discusses the complexities of retirement planning, emphasizing the importance of comprehensive strategies that encompass not just financial assets but also healthcare, taxes, and estate planning. He addresses common fears and misconceptions that lead individuals to delay important decisions, particularly in uncertain times. The conversation highlights the need for a holistic approach to retirement, ensuring that clients are prepared for market fluctuations and have guaranteed income streams. Additionally, Kevin stresses the significance of estate planning as a crucial component of a well-rounded retirement strategy.
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