Smart Money

In this show we discuss the option to sell your life insurance death benefit. The pros and the cons.

Legacy planning is important and on this episode we go over Trusts, Wills, and other estate planning documents and why they are important to have.

During today’s episode we discuss the market volatility and what you can do to help deal with it.

Today we talk about how the current economy is affecting Mortgage rates and how it may be affecting your finances.

How a financial service professional can help you manage your money in an efficient and effective manner

Kevin breaks down what the Fed rate hike means for you and your finances.

We talk about tips for keeping more of you money and growing it as well.

Rising inflation and market volatility isn't a good combination for your finances and retirement funds, but there are strategies to help weather the storm. In this episode we talk about tips and strategies to help you deal with both.

Kevin welcomes special guest Enpo Tu, the COO of My Financial Coach. They discuss making the right financial decisions and getting the help you need to achieve your financial goals.

Is there a way to time your taxes to save money and pay less? In this episode we explore the power of "when" regarding taxes.

Did you know you can have your own team of financial professionals? In this episode we discuss who you need on your financial team and why.

In this episode we talk about the new weekly podcast and how we will focus not only on finance to have smart money and be smart with your money, but how to have a smart life as well!

In this episode Kevin talks about the misconceptions and realities of Reverse Mortgages..

An Interview with the Mayor of Laguna Niguel

Everyone worries about taxes but you don't want to pay too much in taxes. In this show we discuss some ways you can use tax advantaged strategies to maximize the amount of money you can receive while paying the least in taxes.

Tax season can be a stressful thing for some people. In this show Kevin brings in an expert and they talk about what you need to know to possibly limit that tax burden and hang on to more of your hard earned money.

Kevin welcomes special guest, business attorney Jenny Tran from Brown and Streza to talk about setting up a business, selling a business and creating a succession plan for your business.

Kevin welcomes a guest host from CMG Financial to talk about ways to help you possibly lower your true mortgage costs and shorten the length of your mortgage.

In this show, we will be talking about Social Security and ways to maximize your benefit. It is important to understand Social Security and its strategies in order to manage your Social Security benefit and maximize the entirety of your retirement income plan.

Do you have questions about Medicare? This episode looks at each of the different parts of Medicare and answers many Medicare questions that you will need to know.

Women face different hurdles in retirement from men. We break them down and talk with our special guest Audrey West.

In this episode Kevin talks about his book and about creating a retirement income that you can count on to be there when you need it.

Long-term care costs have skyrocketed over the past few years. However, more and more of us will need some type of long-term care at some point in our lives. In this episode we explore ways you can plan to help cover the cost of long-term care. There are a number of strategies that can make it doable.

Market volatility can destroy your nest egg and have a negative impact on your retirement income. In this episode we talk about how to protect your retirement income using tips and strategies to help maximize your savings and investments. We also talk about the importance of having a solid medicare strategy to maximize coverage and help minimize costs.

In this episode Kevin talks with financial planner Eric Dileo about what is involved in the retirement planning process and how you can get your finances planned out for a successful retirement. Lots of great tips, advice and strategies for success in this episode!

Pensions are disappearing. What can you do to make sure that you have adequate monthly income in retirement? Listen to this podcast to learn more about retirement preparation

In this episode you will learn the meaning and importance of the word "Fiduciary" and how it can help you with your financial plans. You need a second opinion on your plans and your investments and in this show we explore the how and the why.

The title says it all! In this show we talk about ways to help you manage your money, how it is affected by the market and planning for the future and your retirement income.

Most people are looking back at the previous year when they think about their taxes....or maybe a year ahead. But what will happen to all of those retirement accounts once you retire and start drawing money from them? Kevin talks about strategies to help minimize and reduce your tax burden in retirement.

Wills, Trusts and Legacy plans are important, but did you know that one of the most important things you can do is a letter of last instruction? In today's show Kevin goes over what you need to do to create one.

In this episode we discuss the current market volatility and what you need to do to help weather the storm.

More and more people are needing long-term care and the costs keep going up. In this episode Kevin talks about this crises and strategies to help plan for it and deal with it.

In this episode Kevin welcomes a special guest Britney Eastwood to talk about real estate and give helpful tips to help you know what to do.

It is time to look at your tax situation and investments. In this episode we talk about the importance of this and how to make the necessary adjustments.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes that had long-term ramifications for their heirs.

Nobody likes the word tax, but when it's followed by "free" it's a great thing! On the show today we talk about some possible tax-free options for income in retirement.

The 5 years leading up to your retirement are very important and it is crucial that you have a plan in place to be properly prepared, including an income that will last. Kevin talks about strategies to help you prepare and goes over some mistakes to avoid those last 5 critical years before retirement.

This show is about giving back to others and the rewards of that. We focus on a great program for youth, with our guest Audrey Wright.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Retirement should be comfortable and fun! Not stressful and boring. Kevin talks about ways to plan for a fun and comfortable retirement!

There is a lot to think about and get done before you retire. The last 5 years you work before you retire are critical. In this episode we talk about what to do and what not to do in order to have a successful retirement.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Once you hit your 60's there are some very important financial decisions you need to make. Listen in to this episode to find out what they are and how to handle them.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

On this week's show Kevin talks about the how, what and why of what he does and how he can help you reach your financial goals.

Find out how a financial advisor can help you and what services they offer.

Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.

Kevin has personal injury attorney on the show as a special guest to talk about what you should do if you're injured in an accident.