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The Pillar Planning Process = A Successful Retirement!
Manage episode 437969640 series 3561344
Inhoud geleverd door Impact Partnership and Kevin Bock. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership and Kevin Bock of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Kevin emphasizes the need for coordination among various financial professionals to ensure a holistic approach to retirement planning. Kevin highlights the Pillar Planning Process, which covers income needs, assets, taxes, healthcare, legacy planning, and legal considerations. He also addresses the challenges of inheriting money and the importance of educating beneficiaries on how to manage their inheritance wisely.
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