Every person has been told to be cautious when it comes to sharing their personal information. With financial advisors, that personal information could be the difference between a boilerplate retirement plan and a personalized plan.

In this episode, Ken New delves into the importance of personalization in retirement planning. He explains how working closely with clients to understand their unique needs and goals can lead to the creation of a tailored and protected retirement plan. Ken shares examples of how he has helped clients align their desires with the realities of retirement living, and how he works to minimize risk and maximize financial stability. Join Ken as he discusses the challenges of sharing personal information, the devastating impact of losing money in retirement, and the strategies for reducing risk through smart asset spending. 

In this episode, learn about:

• The concerns clients may have about sharing personal information and how financial advisors work to protect their client’s sensitive data
• The detrimental impact of losing money during retirement and the difficulty of earning it back, and how personalized financial planning can help mitigate this risk
• Strategies for reducing risk in retirement plans by creating a detailed timeline of asset spending, and how financial advisors can guide clients through
• The role of financial advisors in providing essential information and guidance to clients, and how they can help clients achieve their financial goals
• And more valuable insights on how to approach retirement planning in a personalized and effective way.

Connect with Ken New:

• (321) 454-3623
• LinkedIn: Ken New
• Pinnacle Financial Wealth Management

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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

Connect with Ken New:

• (321) 454-3623
• LinkedIn: Ken New
• Pinnacle Financial Wealth Management

Podcast: Play in new window | Download | Embed

Subscribe: RSS