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Oct 8, 2021

RMDs – or required minimum distributions – are back for 2021.  Best-selling retirement author Patrick Kelly says many retirees are surprised to learn that they’ll have to withdraw this money from their accounts, whether they want to or not! For those who don’t need that money right now, what are some “tax...


Sep 24, 2021

September is Life Insurance Awareness Month! Hear Kevin explain how you can use life insurance as a tax strategy! 

Then, it’s been well over a year now since the markets tanked in early 2020 and stocks have been on a roll ever since. Is there a correction coming? Should we prepare for another 2008? 

Hear Kevin explain...


Sep 10, 2021

Believe it or not, 94% of the people in a recent survey say it’s our civic duty – as Americans – to pay our fair share of taxes.  So, I guess the bigger question is – what constitutes “fair share”? Kevin talks a little about your philosophy regarding the use of tax strategies?, It’s a word we hear in the...


Aug 27, 2021

Kiplinger warns that those of us approaching retirement are facing a “perfect storm”:  Low interest rates and high inflation … the combination of which will force us to take on more market risk than we’re comfortable taking.  How do we navigate that perfect storm? The most common retirement fear is running out...


Aug 13, 2021

Kevin talks about article he found about "The Different Types of Personalities out there when if come to Financial Matters." Which type are you? Hear Kevin explain how your personality can impact your finances and your financial decisions!