Refinancing Retirement Plans for Higher Guaranteed Income
Manage episode 425580446 series 3561344
Kevin addresses the current political climate, the stock market, and the potential impact of the election on share prices. He emphasizes the importance of protection from market corrections and the need to make money work for retirement. Kevin also talks about the significance of interest rates and how they can affect retirement income. He highlights the value of refinancing retirement plans and offers insights into the first appointment with clients. Additionally, he discusses the importance of financial literacy and introduces a program called My Employer Cares that aims to educate employees about finances.
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176 episod