Social Security Changes for 2025

KB&P Podcast 21 - Quarterly Roundtable 2024Q4

We discuss the Fed Interest rate cut in late 2024, its reasoning and impact for investors. 

Our Quarterly Roundtable 2024 for the 3rd quarter covers the upcoming election, interest rates and more. 

Scott, Eric and Andy provide their perspectives on the 2nd quarter of 2024.

Scott, Eric and Andy provide their perspectives on the 1st quarter of 2024. 

In this episode, we cover Qualified Charitable Distributions (QCD) which can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits  of charitable contributions. 

This episodes covers the 4th quarter of 2023 with Scott, Andy and Eric and their take on the overall conclusions of 2023. 

There's lots of talk and buzz these days on social media on how to best transfer assets to your children. In this episode, Scott Krizner covers some of the things to take into consideration with transferring assets to your children to avoid as many pitfalls and preserve your legacy to the next generation. 

This episode goes over the details and nuances of converting a non-deductible IRA into a "Backdoor Roth." 

A quick look at the tax changes and issues for 2024.

Confused about Medicare? KB&P's guest, Andy Stamas, is a Medicare expert and will walk you though the Ins and outs of Medicare. 

Scott Krizner, Andy Barlow and Eric Powell will discuss the financial events and environment with analysis and  conclusions for the 3rd quarter of 2023.

Scott Krizner will detail the phase of your financial life dealing with approaching retirement and preparing assets to be benefit from investment and protect your assets and resources.

Scott Krizner, Andy Barlow and Eric Powers will discuss their take on the events and environment of the 4th quarter of 2022.

Scott, Andy and Eric will cover the financial stories, events and analysis of the 1st quarter of 2023. 

Scott Krizner will discuss the phase of life when the fruits of investing and saving can be realized, addressing healthcare, income, wise spending, and passing your legacy on to your family and community. 

Scott Krizner, Andy Barlow and Eric Powell will discuss the financial events and environment with analysis and  conclusions for the 2nd quarter of 2023.

In this episode, you will be introduced to the three partners in the firm, Scott Krizner, Andy Barlow and Eric Powell, who will discuss their credentials and experience in financial planning as well as their motivations for helping their clients achieve financial security and wealth.