Tag: Financial Planning
Retirement Fundamentals Part 1: The Essential Guide to Income Planning (Ep. 3)

Retirement Fundamentals Part 1: The Essential Guide to Income Planning (Ep. 3)

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Are you on track to achieve the retirement of your dreams? Join Ken New as he uncovers the secrets to a successful retirement in the first installment of the Roadmap to Retirement series.

Learn about the 5 key fundamentals of retirement planning: Income Planning, Investment Planning, Tax Planning, Health Planning, and Legacy Planning. These fundamentals are essential to achieving the retirement and lifestyle of your dreams.

Discover the importance of income planning and learn how to evaluate all the potential sources of income for your household and maximize their potential. Plus, get tips on how to ensure you don’t run out of money in retirement.

Ken discusses: 

  • The number one question all baby boomers have about income planning
  • How to effectively manage your biggest sources of income and expenses
  • How your tax situation might change in retirement and how to plan for it
  • The impact of inflation and interest rate hikes on your income plan
  • How to take control of your financial future and secure the retirement you deserve
  • And more

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Discover Your Road Map to Retirement with Pinnacle Financial Wealth Management (Ep. 2)

Discover Your Road Map to Retirement with Pinnacle Financial Wealth Management (Ep. 2)

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Are you looking for expert guidance on how to plan for your financial future and retirement? 

Look no further than Pinnacle Financial Wealth Management’s latest podcast episode, where we introduce you to our team and the proven strategies and processes we use to engineer retirement plans for our clients.

Join Ken New, the Founder, and Owner of Pinnacle Financial Wealth Management, and team members Jenny Moore and Jennifer Gerrow as they dive into five financial fundamentals that are essential for your roadmap to retirement. 

Meet our team as they share their expert insights and ideas on a variety of topics:

  • Discover the concept of holistic planning and how it relates to financial planning
  • Find out about the Pinnacle Financial Retirement Blueprint and how it can help guide your financial planning journey
  • Learn about the client services offered by Pinnacle Financial Wealth Management and how they provide information to potential clients
  • Explore the ways in which the Covid-19 pandemic has impacted the way advisors communicate with clients
  • Plus, stay tuned for even more valuable insights and information on financial planning and retirement.

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Connect with Jennifer Gerrow:

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About our Guests: 

Jenny Moore joined Pinnacle Financial Wealth Management in 2016. In her current role as Business Operations Manager, she directly supports our financial advisors and guides each of our clients through the processes surrounding all financial transactions from beginning to completion. Jenny has many years of professional experience in customer service and office administration. Her attention to detail and her organizational skills enable her to deliver excellent results.

Jennifer Gerrow joined the Pinnacle Wealth Team in 2020. She has experience in customer service and management and will provide our clients with personal concierge service. As Director of Client Services, Jennifer provides scheduling and customer care to all of our clients, as well as, marketing and event coordination.

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Retire in Style: Achieving Your Dream with Ken New’s Roadmap to Retirement (Ep. 1)

Retire in Style: Achieving Your Dream with Ken New’s Roadmap to Retirement (Ep. 1)

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When looking for the right advisor, you want someone who focuses on the person as much as they focus on the numbers.

In this inaugural episode, Ken New shares his journey to becoming the financial advisor he is today, from his first job to his current company and everything in between. Ken reveals the lessons he’s learned throughout his career and how they help guide his own personal and professional philosophies to run the successful business he has today. Ken sheds light on the values he lives by, how he carries them into his role at Pinnacle Financial, and what differentiates him from the rest.

Ken discusses: 

  • His personal story and lessons that have helped shape him as a person
  • How he takes care of himself emotionally, physically, spiritually, and intellectually
  • His definition of success in personal and professional relationships 
  • Activities he incorporates into his daily routine that help him unlock his highest potential 
  • Insight into who he is outside of work and a sneak peek into his home and travel life
  • And more!

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About Ken New:

Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida, and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey, and granddaughter, Adalyn.

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