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Building a Meaningful and Tax-Efficient Legacy

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Manage episode 435169683 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock 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://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

169 episodes

Artwork
iconShare
 
Manage episode 435169683 series 3561344
Content provided by Impact Partnership and Kevin Bock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Kevin Bock 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://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

169 episodes

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