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内容由Impact Partnership and Kevin Bock提供。所有播客内容(包括剧集、图形和播客描述)均由 Impact Partnership and Kevin Bock 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
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Building a Meaningful and Tax-Efficient Legacy

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Manage episode 435169683 series 3561344
内容由Impact Partnership and Kevin Bock提供。所有播客内容(包括剧集、图形和播客描述)均由 Impact Partnership and Kevin Bock 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 various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

See omnystudio.com/listener for privacy information.

  continue reading

177集单集

Artwork
icon分享
 
Manage episode 435169683 series 3561344
内容由Impact Partnership and Kevin Bock提供。所有播客内容(包括剧集、图形和播客描述)均由 Impact Partnership and Kevin Bock 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 various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement.

CLICK HERE TO BOOK YOUR VIRTUAL/PHONE MEETING TODAY

See omnystudio.com/listener for privacy information.

  continue reading

177集单集

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