Tag: Wealth Preservation
Adding International Adventure to Retirement Planning with Karen Bense (Ep.16)

Adding International Adventure to Retirement Planning with Karen Bense (Ep.16)

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Just because you are retired doesn’t mean you can’t have fun. Many retirees want to include international travel in their retirement plans, from cruises to guided tours and more.

In this episode, Ken New speaks with Karen Bense, owner of Air Land and Sea Travel, on how retirees can include adventurous travels in their retirement plans. They explore popular destinations for retirees traveling alone or with friends and family and how retirees can stay safe while traveling.

Karen discusses: 

  • Why retirees look to include travel in their retirement plans
  • How the pandemic caused an increase in family travel plans
  • The current trends in travel, comparing places and types of travel
  • The importance of creating an itinerary when traveling based on the client’s wants and needs
  • And more

 

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About our Guest:

Owner of Air Land and Sea Travel Inc. Has an extensive background in the travel industry. A native of Connecticut, she began her travels as a flight attendant. Her interest in travel continued even after her career as a flight attendant ended.

Karen became a travel consultant when her daughter started school and for the past 23 years has been involved assisting customers with their travel plans. For the last 18 years she has owned Air Land & Sea Travel Agency, Inc.. Along the way she has endeared many clients and forged lifelong friendships with her clients. Her passion is creating a memorable travel experience for all who call, email or walk into the office.

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Creating Secure Retirement Income Through Portfolio Diversification (Ep. 15)

Creating Secure Retirement Income Through Portfolio Diversification (Ep. 15)

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As you enter retirement, your investments become the source of your income. But how can you ensure that your assets will sustain you throughout your retirement?

Join Ken New as he unveils the power of portfolio diversification. In this episode you will gain a profound understanding of why diversity is a crucial element in protecting and maximizing your retirement income. With Ken’s insights and practical strategies at your disposal, learn how to fortify your financial future and ensure a steady cash flow long after your traditional paychecks cease.

Ken discusses: 

  • What is portfolio diversification from a financial perspective
  • How diversification contributes to the wealth preservation of retirees
  • The role of financial advisors in building a diverse portfolio
  • The shifting landscape of real estate investments in retirement
  • And more

 

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Creating a Coordinated Retirement Plan Through Virtual Family Offices (Ep. 12)

Creating a Coordinated Retirement Plan Through Virtual Family Offices (Ep. 12)

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Planning for retirement means thinking about taxes, retirement income, estate planning and the lifestyle during retirement. What will that retirement look like if the pieces don’t fit together?

In this episode, Ken New explores what a family office is and how he works to provide the same level of care and planning through a virtual interface. Ken shares why he built his virtual family office and the importance of building communication between the different advisors working on a single plan.

Ken discusses: 

  • The nature and advantages of family offices for their clients
  • The cost-efficient benefits of virtual family offices, which offer the same quality of service
  • The advantages of working with a family office as opposed to a single advisor when planning for retirement
  • The crucial role of lifestyle management in their retirement planning
  • And more

 

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