Roadmap to Retirement
If there was a missing piece of information that was costing you money now or that would cause a significant problem or cost in your future, when would you want to find out about it? Ideally, you would want to learn about it right NOW! It’s best to learn these critical facts before you make any financial decisions, because not knowing could have profound & lasting effects on your financial future. One of the best ways to make money…is to avoid losing it in the first place so we focus on all the missing facts to keep your money from falling through the cracks and we engineer tax strategies to reduce burdens on your income. Welcome to Roadmap to Retirement with Ken New from Pinnacle Financial Wealth Management. As a fiduciary advisor, Ken focuses on creating individualized holistic plans rather than cookie-cutter portfolios. Listen in as Ken and his guest experts explore key retirement and tax strategies that every pre-retiree should consider in order to reach their Pinnacle.
Episodes
September 13, 2023 • 28 mins
Join us for part 2 of “Discovering Your Investment Risk Tolerance” as we delve deeper into how risk appetite shapes investor choices and financial strategies. In this episode, Ken New discusses the importance of understanding risk tolerance and its impact on investment decisions. He emphasizes the need for open communication between advisors and clients to …
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August 23, 2023 • 32 mins
Risk tolerance isn’t merely about your present investments; it shapes your response to market volatility and ensures your portfolio aligns with your specific desires and necessities. In this episode, Ken New explores the importance of understanding risk tolerance and its impact on investment strategies and portfolio management. He shares how he helps clients identify their …
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August 9, 2023 • 45 mins
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 …
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July 25, 2023 • 18 mins
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 …
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Discovering the perfect home marks merely the initial hurdle on your path to selecting the ideal place to build your life. However, it doesn’t end there. Have you pondered the intricacies of insurance and its financial implications? Is the community you’re eyeing genuinely tailored to meet your unique requirements? Moreover, have you considered the financial …
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June 27, 2023 • 45 mins
Many retirees are becoming nervous about the cost of homeowners insurance and what that means for their future spending. How much protection does insurance provide and what should clients keep an eye out for when it comes to additional costs? In this episode, Ken New is joined by Frank Hanrahan, Managing Director of RISK Strategies, …
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June 13, 2023 • 28 mins
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 …
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May 23, 2023 • 30 mins
Herbal medicine has been around for centuries, with different cultures having their own cures and uses for other plants. Today, herbalism still has a place in building a healthy lifestyle. In this episode, Ken New speaks with Christine Slotin, founder and owner of Herbal Cottage, on how she helps customers find suitable herbal remedies for …
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May 9, 2023 • 26 mins
Are you preparing for your retirement solely with financial security in mind? While money is undoubtedly important, it can only take you so far if your physical and mental health is not up to par. In this must-listen episode, Ken New sits down with the incredible Suzanne Elliott, Principal and Superintendent of Brevard County’s largest …
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April 25, 2023 • 25 mins
Are you curious about how the aging American population is affecting Medicaid benefits for those 18 and above? Join Ken New and special guest Alecia Barnette, the Senior Vice President of Care Planning Solutions with the Financial Independence Group, as they explore retirement healthcare planning and share expert insights on creating a comprehensive long-term care …
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April 11, 2023 • 23 mins
Don’t let medical expenses eat away at your retirement savings! Aging brings several challenges, including financial ones. But, what if you could prepare for the medical side of retirement planning? In this episode, Ken New focuses on the medical side of retirement planning. He explores different medical issues that could arise and strategies to build …
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March 28, 2023 • 26 mins
How would you envision your retirement? Would you like to travel the world, pursue your hobbies, or aim to leave an inheritance? What do you want your legacy to be? In this episode, Ken New delves into the topic of retirement planning and highlights the similarities and differences between planning for an average-income household versus …
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March 14, 2023 • 31 mins
Unleash the Power of Tax Planning: Ken New Takes on the Biggest Challenge for Retirees! Ken New is on a mission to help retirees protect their hard-earned savings from the jaws of taxes. Join him as he explores the world of tax planning and demystifies the often confusing terms associated with it. Ken will also …
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February 28, 2023 • 26 mins
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 …
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February 14, 2023 • 22 mins
After retirement, your investments become your primary source of income. What strategies can you use to protect your retirement income without a steady paycheck? In this episode, Ken New focuses on the endowment strategy as a way to safeguard retirement investments from taxes or market fluctuations. He offers insights on how to streamline retirement accounts …
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January 24, 2023 • 34 mins
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 …
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January 24, 2023 • 30 mins
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 …
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January 24, 2023 • 31 mins
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 …
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