In this episode, I sit down with Christina Roman, Consumer Education and Advocacy Manager at Experian, to dive into the truth behind common credit myths and explore practical strategies for improving your credit score. We’ll tackle misconceptions, such as the myth that checking your credit score will lower it, and Read More
Welcome to this edition of The Planning for Retirement Podcast. This is Volume 1 of this new series, The Whiteboard Retirement Plan, where Kevin breaks down a real-life client case for “Bob and Jennifer” in plain English. The goal is to help answer the question, “Can I fire my boss?” Read More
William Holloman, founder of WillPower Athletics LLC, ranks as the second All-Time Leading Scorer in Jacksonville, Florida's history. His dedication to basketball and mentoring the city's youth in athletics, sportsmanship, and discipline is as noteworthy as his numerous accolades. He is also the mastermind behind The Holloman Challenge, a Read More
In this episode, Kevin discusses the topic of downsizing to retire early. He shares the reasons why people downsize their homes to fund their retirement and talks about the tax implications of doing so. Takeaways Downsizing to a smaller home can help fund retirement and allow for an earlier retirement. Read More
In this episode, Kevin discusses the topic of downsizing to retire early. He shares the reasons why people downsize their homes to fund their retirement and talks about the tax implications of doing so. Takeaways Downsizing to a smaller home can help fund retirement and allow for an earlier retirement. Read More
In this episode, Kevin discusses the topic of downsizing to retire early. He shares the reasons why people downsize their homes to fund their retirement and talks about the tax implications of doing so. Takeaways Downsizing to a smaller home can help fund retirement and allow for an earlier retirement. Read More
It’s official, we moved to Chattanooga, Tennessee where my wife’s family is from. Considering this big move and the fact that I’ve spoken with hundreds of retirees who relocated during retirement, I thought this would be a timely topic! I’ll unpack some of the main reasons I see people Read More
It’s official, we moved to Chattanooga, Tennessee where my wife’s family is from. Considering this big move and the fact that I’ve spoken with hundreds of retirees who relocated during retirement, I thought this would be a timely topic! I’ll unpack some of the main reasons I see people Read More
In this episode, I talk with Hassan Thomas about the importance of investing as a strategy for building a secure future. We also discuss the value of financial literacy and investing from a young age and how making your money work for you can significantly improve your future. Hassan Read More
In this episode, Kevin Lao discusses the key takeaways from the book 'Die with Zero' by Bill Perkins. He emphasizes the importance of using money as a resource and not hoarding it. He also talks about the concept of return on experiences and the different life phases for different experiences. Read More
In this episode, Kevin Lao discusses the key takeaways from the book 'Die with Zero' by Bill Perkins. He emphasizes the importance of using money as a resource and not hoarding it. He also talks about the concept of return on experiences and the different life phases for different experiences. Read More
In this episode, I delve into the critical role that financial literacy plays in our personal and professional lives with guest Stacy Mastrolia also known as Prof. Stacy, The Money Teacher. We explore why understanding money management is more important than ever in today's complex financial landscape. From budgeting Read More
You can invest in your company stock in several ways, whether you are working for a publicly traded corporation or even a privately owned company. And who wouldn’t want to have ownership in the company you have your sweat equity with? However, there are tax implications and investment Read More
You can invest in your company stock in several ways, whether you are working for a publicly traded corporation or even a privately owned company. And who wouldn’t want to have ownership in the company you have your sweat equity with? However, there are tax implications and investment Read More
Preparing for home ownership requires careful planning, budgeting, and selecting the right professionals to guide you. By determining your budget, finding a reliable real estate agent, being aware of red flags, and understanding the timeline, you can navigate the home-buying process with confidence and ease. In this episode, Read More
Thanks everyone for tuning in! As we continue our review season with clients, it’s a friendly reminder of how important a retirement spending budget is! This is a key input your financial advisor must know to run accurate projections for you. Remember, the outputs are only as good as the Read More
Thanks everyone for tuning in! As we continue our review season with clients, it’s a friendly reminder of how important a retirement spending budget is! This is a key input your financial advisor must know to run accurate projections for you. Remember, the outputs are only as good as the Read More
Thanks everyone for tuning in! As we continue our review season with clients, it’s a friendly reminder of how important a retirement spending budget is! This is a key input your financial advisor must know to run accurate projections for you. Remember, the outputs are only as good as the Read More
Join us as we welcome Regina Robinson, Award-Winning Global Speaker, Best Selling Author, Educational Coach, and the #1 College Admissions Expert. Regina shares her expertise on how scholarships can significantly ease the financial burden of college. With years of experience in teaching and coaching, she provides practical strategies Read More
So I started to go down a rabbit hole of research and thought this would be a great episode to encourage you all to STOP planning for a “normal” retirement age in your assumptions! Even if you do end up working until 70, or 65, you should not BUILD that Read More
