Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
Content provided by Kyle Hammerschmidt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kyle Hammerschmidt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Six Point Checklist: Hiring a Financial Advisor for Retirement
Manage episode 450973644 series 3470804
Content provided by Kyle Hammerschmidt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kyle Hammerschmidt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Planning for retirement is a journey, and choosing the right financial advisor is one of the most critical decisions you'll make. In this episode of Retire Ready, host Kyle Hammerschmidt unpacks the essentials for finding the perfect advisor to guide you through the complexities of retirement planning.
🔑 What You'll Learn:
- The Six-Point Checklist:
- Fee-only financial advisors and why their transparency matters.
- The importance of independence for unbiased advice.
- Fiduciary duty and its impact on your financial future.
- Tax-focused planning to minimize your retirement tax burden.
- Tailored strategies designed for your unique financial goals.
- Why your advisor's age and specialization make a difference.
- Actionable Tips: How to evaluate potential advisors and align their expertise with your retirement needs.
- Real Insights: Examples and explanations to help you navigate the "decumulation phase" with confidence.
Whether you're within 10 years of retirement or on the cusp, this episode equips you with the knowledge to secure your financial future.
Connect With Us:
Website: https://mokanwealth.com/
Tik Tok: https://www.tiktok.com/@retirewithkyle
Instagram: https://www.instagram.com/retirewithkyle/
Facebook: https://www.facebook.com/mokanwealth
Retire Ready Academy: https://retirereadyacademy.org/
Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
117 episodes
Share
Manage episode 450973644 series 3470804
Content provided by Kyle Hammerschmidt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kyle Hammerschmidt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Planning for retirement is a journey, and choosing the right financial advisor is one of the most critical decisions you'll make. In this episode of Retire Ready, host Kyle Hammerschmidt unpacks the essentials for finding the perfect advisor to guide you through the complexities of retirement planning.
🔑 What You'll Learn:
- The Six-Point Checklist:
- Fee-only financial advisors and why their transparency matters.
- The importance of independence for unbiased advice.
- Fiduciary duty and its impact on your financial future.
- Tax-focused planning to minimize your retirement tax burden.
- Tailored strategies designed for your unique financial goals.
- Why your advisor's age and specialization make a difference.
- Actionable Tips: How to evaluate potential advisors and align their expertise with your retirement needs.
- Real Insights: Examples and explanations to help you navigate the "decumulation phase" with confidence.
Whether you're within 10 years of retirement or on the cusp, this episode equips you with the knowledge to secure your financial future.
Connect With Us:
Website: https://mokanwealth.com/
Tik Tok: https://www.tiktok.com/@retirewithkyle
Instagram: https://www.instagram.com/retirewithkyle/
Facebook: https://www.facebook.com/mokanwealth
Retire Ready Academy: https://retirereadyacademy.org/
Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
117 episodes
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Similar to Retire Ready with Kyle Hammerschmidt
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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