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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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Why DIY Retirement Planning Could Cost You Your Future

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Manage episode 422993510 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

While many of us turn to YouTube for DIY solutions to fix household items, attempting to manage your own retirement plan can lead to costly mistakes and missed opportunities. Kevin shares poignant stories, including a client who tragically worked longer than necessary because he misunderstood his retirement options. Kevin emphasizes the importance of professional guidance to secure guaranteed income, minimize taxes, and optimize your estate and legacy planning. Tune in to discover why working with a retirement specialist can ensure a secure and enjoyable retirement, and learn how Kevin’s comprehensive approach can address all facets of your financial future.

Get your FREE Comprehensive Retirement Income Plan!

See omnystudio.com/listener for privacy information.

  continue reading

186集单集

Artwork
icon分享
 
Manage episode 422993510 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

While many of us turn to YouTube for DIY solutions to fix household items, attempting to manage your own retirement plan can lead to costly mistakes and missed opportunities. Kevin shares poignant stories, including a client who tragically worked longer than necessary because he misunderstood his retirement options. Kevin emphasizes the importance of professional guidance to secure guaranteed income, minimize taxes, and optimize your estate and legacy planning. Tune in to discover why working with a retirement specialist can ensure a secure and enjoyable retirement, and learn how Kevin’s comprehensive approach can address all facets of your financial future.

Get your FREE Comprehensive Retirement Income Plan!

See omnystudio.com/listener for privacy information.

  continue reading

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