Mastering Year-End Financial Planning Your Retirement Radio With Kevin Madden podcast

Your Retirement Radio With Kevin Madden

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The Agile Brand with Greg Kihlström®

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#644: AI-augmented human recommendations for retail customers with Noah Zamansky, Stitch Fix 27:12

3天之前27:12

27:12

We are here at eTail Palm Springs and seeing and hearing the latest and greatest in e-commerce and retail. Question: Do you need to choose between AI and human recommendations as a customer? Why not have both? After all, don’t each have their strengths? AI in the retail experience is all the rage these days, but today I’m talking with someone from a brand that has been incorporating AI-personalized experiences and shopping combined with expert human recommendations for over 14 years, and continues to innovate today. Today we’re going to talk about how AI-based personalization plus human creativity and input makes an amazing customer experience at Stitch Fix. To help me discuss this topic, I’d like to welcome Noah Zamansky, Vice President of Product and Client Experience at Stitch Fix. About Noah Zamansky Noah Zamansky serves as the Vice President of Product and Client Experience at Stitch Fix, where he leads cross-functional teams spanning Product, Design, Engineering, Algorithms, and Platform Development. A seasoned leader, Noah has a proven track record of shaping product vision and strategy, designing exceptional user experiences, and spearheading the launch of new business ventures. Before joining Stitch Fix, Noah held the role of Senior Director of Product Management at eBay, overseeing Fashion and Vertical Experiences. Resources Stitch Fix: https://www.stitchfix.com eTail Palm Springs: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Listen to The Agile Brand without the ads. Learn more here: https://bit.ly/3ymf7hd Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

Your Retirement Radio With Kevin Madden « »
Mastering Year-End Financial Planning

大约1年之前 16:55

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内容由Kevin Madden提供。所有播客内容（包括剧集、图形和播客描述）均由 Kevin Madden 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Kevin discusses the importance of end-of-year financial planning, particularly focusing on required minimum distributions (RMDs) and strategic withdrawals from retirement accounts. He emphasizes the need for a personalized retirement roadmap to ensure financial security and confidence in retirement. The discussion also touches on the significance of estate planning and how to ensure heirs can access assets. Overall, the conversation highlights the necessity of having a clear financial plan to navigate retirement successfully.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

See omnystudio.com/listener for privacy information.

… continue reading

122集单集

#Social Security

Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

Mastering Year-End Financial Planning

Your Retirement Radio With Kevin Madden

published 大约1年之前

分享

MP3•单集首页

内容由Kevin Madden提供。所有播客内容（包括剧集、图形和播客描述）均由 Kevin Madden 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Kevin discusses the importance of end-of-year financial planning, particularly focusing on required minimum distributions (RMDs) and strategic withdrawals from retirement accounts. He emphasizes the need for a personalized retirement roadmap to ensure financial security and confidence in retirement. The discussion also touches on the significance of estate planning and how to ensure heirs can access assets. Overall, the conversation highlights the necessity of having a clear financial plan to navigate retirement successfully.

Get Your Complimentary Retirement Roadmap

Your roadmap will include:

See omnystudio.com/listener for privacy information.

… continue reading

122集单集

#Social Security

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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The Ultimate Guide to Retirement Planning 18:01

6天之前18:01

18:01

In this conversation, Kevin discusses the complexities of retirement planning, emphasizing the importance of understanding individual financial needs and creating a personalized retirement roadmap. He highlights that there is no one-size-fits-all answer to how much money one needs to retire, as it varies based on personal circumstances and spending habits. The discussion covers various strategies for replacing income in retirement, the significance of cash flow, key ages for retirement planning, and the role of annuities in securing guaranteed income. Madden also addresses the evolving landscape of retirement, moving away from traditional pension plans to more individualized strategies. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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The Magic Number for Retirement 18:36

13天之前18:36

18:36

In this conversation, Kevin shares his journey into the financial services industry, emphasizing his passion for helping clients achieve their retirement goals. He discusses the importance of understanding retirement planning, addressing common concerns such as whether clients can afford to retire and how to avoid running out of money. Kevin highlights the significance of customized retirement plans tailored to individual needs and the hidden fees that can impact retirement savings. The discussion underscores the value of building relationships with clients and ensuring they understand their financial plans. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Navigating Market Uncertainty: A Retirement Guide 22:48

20天之前22:48

22:48

In this episode of Your Retirement Radio, Kevin discusses the current market volatility and its impact on retirement planning. He emphasizes the importance of having a diversified portfolio and a solid financial plan to navigate uncertain economic conditions. The conversation also covers the role of annuities in providing guaranteed income during retirement, debunks common retirement myths, and highlights the need for a sustainable retirement strategy. Kevin shares insights on how to create a financial roadmap that aligns with individual retirement goals, ensuring financial security and peace of mind. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Can I retire today? 8:54

27天之前8:54

8:54

Kevin discusses the importance of preparing for retirement, especially in light of potential layoffs and company changes. He emphasizes the need for individuals to understand their financial situation, including retirement income sources and the significance of having a well-organized financial plan. The discussion also covers strategies for ensuring a steady income during retirement, the role of pensions, and the necessity of having a diversified investment approach to mitigate risks associated with market fluctuations. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Retirement Planning: DIY vs Professional Guidance 18:06

5 weeks之前18:06

18:06

In this episode Kevin discusses the complexities of retirement planning in light of political changes, particularly focusing on Social Security, the importance of communication with financial advisors, and the concept of micro retirement. He emphasizes the need for a comprehensive financial plan that considers various income sources and strategies, while also addressing the emotional aspects of transitioning into retirement. The conversation highlights the differences between DIY retirement planning and professional guidance, advocating for a proactive approach to financial readiness. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Retirement Planning and Tax Planning 9:04

6 weeks之前9:04

9:04

In this conversation, Kevin discusses the current concerns of clients regarding market volatility and the importance of having a solid retirement plan. He emphasizes the need for tax-efficient strategies, such as converting IRAs to Roth IRAs, and the significance of customizing retirement plans to meet individual needs. The discussion also highlights the balance between guaranteed income and market investments, aiming for a holistic approach to financial planning. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Navigating Retirement in 2025: A Financial Guide 19:27

8 weeks之前19:27

19:27

In this conversation, Kevin discusses the importance of setting financial goals for retirement in 2025, addressing market volatility, the role of annuities in providing guaranteed income, and the need for a diversified retirement plan. He emphasizes understanding risk tolerance, especially for baby boomers facing a retirement crisis, and the impact of inflation on financial planning. The discussion also touches on finding purpose in retirement and the importance of proactive planning to ensure a comfortable lifestyle. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Navigating Your Retirement: Essential Strategies 18:37

11 weeks之前18:37

18:37

In this episode of Your Retirement Radio, Kevin Madden discusses essential strategies for retirement planning, focusing on the importance of an end-of-year financial checklist, market predictions, and the creation of guaranteed income streams. He emphasizes the need for a solid financial plan to navigate the complexities of retirement, manage risks, and ensure a comfortable lifestyle. The conversation also highlights the significance of understanding personal financial goals and the value of working with a knowledgeable financial advisor. Get Your Complimentary Retirement Roadmap ! See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Essential Year-End Retirement Planning Tips 15:54

12 weeks之前15:54

15:54

In this episode of Your Retirement Radio, Kevin discusses essential end-of-year checklist items for retirement planning, including updating beneficiaries and taking required minimum distributions (RMDs). He emphasizes the importance of Roth conversions and tax strategies to secure a better financial future. Kevin shares insights on the value of independent financial planning and how it can lead to more personalized and effective retirement strategies. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My Plan! See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Navigating the Post-Election Market Landscape 17:37

14 weeks之前17:37

17:37

Kevin discusses the current market outlook following the recent election, emphasizing the potential for continued growth due to anticipated tax cuts and deregulation. They explore various retirement planning strategies, including the importance of diversification and guaranteed income sources, especially in light of market volatility. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Creating Your Own Personal Pension 15:33

15 weeks之前15:33

15:33

In this episode Kevin discusses the evolution of retirement income sources, emphasizing the shift from traditional pensions to personal pensions. He highlights the importance of guaranteed income in retirement, tax planning strategies to avoid higher tax brackets, and the necessity of early retirement planning. The conversation stresses the significance of proactive financial planning to ensure a secure and enjoyable retirement, especially in the context of increasing life expectancies. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My Plan See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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The National Debt: What It Means for You 16:45

16 weeks之前16:45

16:45

In this episode, Kevin discusses the pressing issue of the national debt and its implications for taxpayers. He emphasizes the necessity of having a solid financial plan for retirement, particularly in light of current economic challenges such as inflation and high interest rates. The conversation covers various strategies for ensuring guaranteed income during retirement, the importance of early planning, and the need to adapt withdrawal strategies to meet individual financial goals. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Creating a Sustainable Retirement Income Strategy 19:58

18 weeks之前19:58

19:58

In this conversation, Kevin discusses the complexities of retirement planning, focusing on withdrawal strategies, the importance of guaranteed income, and the role of Social Security. He emphasizes the need for a comprehensive financial plan that accounts for market volatility and inflation, while also addressing the costs associated with achieving the American dream. The discussion highlights the significance of planning early and revisiting retirement savings to ensure financial security in retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

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Investment Strategies for a Secure Future 21:06

19 weeks之前21:06

21:06

In this episode, Kevin discusses the importance of understanding market trends and investment strategies, emphasizing the need for a solid financial plan to navigate retirement successfully. He highlights the significance of creating a diversified income strategy, staying informed about changing regulations, and customizing retirement plans to meet individual needs. The conversation stresses the urgency of taking action towards retirement security and the risks of procrastination. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy Get My Plan See omnystudio.com/listener for privacy information.…

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Your Retirement Radio With Kevin Madden

Your Retirement Radio With Kevin Madden podcast artwork

1
Mastering Year-End Financial Planning 16:55

20 weeks之前16:55

16:55

Kevin discusses the importance of end-of-year financial planning, particularly focusing on required minimum distributions (RMDs) and strategic withdrawals from retirement accounts. He emphasizes the need for a personalized retirement roadmap to ensure financial security and confidence in retirement. The discussion also touches on the significance of estate planning and how to ensure heirs can access assets. Overall, the conversation highlights the necessity of having a clear financial plan to navigate retirement successfully. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.…

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