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Understanding Income and Asset Planning
Manage episode 446310607 series 3561344
Konten disediakan oleh Impact Partnership and Kevin Bock. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Impact Partnership and Kevin Bock atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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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