Dec 4, 2021
On this episode John Kuykendall discusses some important year-end opportunities to improve your financial outlook and move into the new year in the best shape possible.
Jun 5, 2021
Many investors make the mistake of planning retirement based on a lump sum, not their need for income. This is backwards and can lead to uncertainty. Listen as John Kuykendall discusses the importance of income planning & insurance on this week’s episode.
May 2, 2021
ARE YOU PREPARED? – Do you hold annual reviews of your plan to assess if you have met previous goals and to set new goals and benchmarks? On this week’s episode John Kuykendall addresses different questions that you should ask yourself when planning for retirement.
Apr 14, 2021
ROTH CONVERSION OPPORTUNITIES – Are you aware of the advantages of a ROTH IRA? Do you know the difference between contributions & conversions? Tune in to learn more as John Kuykendall discusses tax-deferral & it’s consequences, tax-free income, & Roth IRA’s.