최고 Kevin Bock 팟캐스트 (2025)

1
Mastering Retirement: The Six Pillars Explained 18:14

5d ago18:14

18:14

In this podcast episode, Kevin discusses the six pillars of retirement planning, emphasizing the need for a coordinated approach to financial advice. He highlights the importance of tax planning, healthcare considerations, and creating a comprehensive income plan to ensure a successful retirement. Additionally, he addresses the significance of find…

1
Tax Reduction Strategies 17:49

12d ago17:49

17:49

In this episode, the discussion revolves around essential strategies for retirement planning, focusing on tax reduction, healthcare costs, long-term care, the validity of the 4% withdrawal rule, and managing income amidst inflation. Kevin shares real-life examples of clients who successfully reduced their taxable income and emphasizes the importanc…

1
Navigating Roth Conversions and Tax Implications 18:21

19d ago18:21

18:21

Kevin discuses the complexities of Roth conversions, the implications of taxes on retirement income, and the importance of legacy planning. He emphasizes the need for personalized strategies to optimize retirement savings and protect inheritances from excessive taxation. The conversation highlights the significance of comprehensive retirement plann…

1
Understanding Required Minimum Distributions (RMDs) 11:20

26d ago11:20

11:20

Kevin discusses the intricacies of Required Minimum Distributions (RMDs) and their implications for retirement planning. He emphasizes the importance of strategic planning to minimize tax burdens and explores the evolving role of bonds and indexed annuities in retirement portfolios. The conversation also highlights the significance of understanding…

1
Mastering Retirement: Essential Planning Strategies 20:18

1M ago20:18

20:18

In this episode, the discussion revolves around essential aspects of retirement planning, including the significance of year-round tax planning, understanding investment returns, protecting assets, and preparing for long-term care. Kevin emphasizes the need for proactive strategies to ensure financial stability and security in retirement, addressin…

1
The Importance of Guaranteed Income and Annuities 17:43

1M ago17:43

17:43

In this episode of Retirement Talk, Kevin discusses the importance of having a diverse portfolio for retirement planning, especially in light of market volatility. He emphasizes the need for guaranteed income through annuities and explores tax planning strategies to maximize savings. The conversation also delves into legacy planning and the dynamic…

1
Navigating Retirement in 2025: Key Strategies 19:39

2M ago19:39

19:39

In this episode the discussion revolves around the new year and the opportunities it brings for retirement planning. Key topics include tax planning for 2025, understanding market volatility, the impact of healthcare costs on retirement, the importance of tax planning, and the role of annuities in providing guaranteed income. The episode emphasizes…

1
Navigating Retirement: Insights from KevinBock 17:47

3M ago17:47

17:47

Kevin discusses various aspects of retirement planning, including market predictions, the importance of cutting unnecessary expenses, and the need for comprehensive financial planning. Kevin emphasizes the significance of understanding individual needs and goals, as well as the necessity of proactive planning to ensure a secure and fulfilling retir…

1
Navigating Tax Strategies for a Secure Retirement 16:15

3M ago16:15

16:15

In this episode of Retirement Talk, Kevin discusses essential strategies for retirement planning, focusing on tax strategies, market dynamics, personalized planning, and the importance of guaranteed income. He emphasizes the need for a comprehensive approach to retirement that considers taxes, healthcare costs, and individual financial situations. …

1
Mastering Retirement Withdrawals: Strategies for Success 15:42

3M ago15:42

15:42

Kevin discusses essential strategies for withdrawing funds during retirement, the emotional transitions that come with retirement, and the importance of comprehensive planning that includes managing 401k fees and healthcare considerations. He emphasizes the need for a holistic approach to retirement planning, ensuring that individuals are prepared …

1
Mastering Tax Loss Harvesting for Retirement 18:22

3M ago18:22

18:22

In this episode of Retirement Talk, Kevin discusses essential strategies for tax loss harvesting, the importance of estate planning, and how to create a legacy that aligns with personal values. He emphasizes the need for a holistic approach to retirement planning, including income strategies, tax minimization, and preparing beneficiaries for their …

1
Navigating National Debt: What It Means for You 16:12

4M ago16:12

16:12

Episode Takeaways: The national debt is over $35 trillion, impacting future taxes. Tax planning is essential for managing retirement savings. Many Americans feel behind on their retirement goals due to financial pressures. A comprehensive retirement plan should address debt management and savings strategies. Year-end financial checklists can help o…

1
Understanding Income and Asset Planning 19:04

4M ago19:04

19:04

In this episode, Kevin discusses the complexities of retirement planning, emphasizing the importance of comprehensive strategies that encompass not just financial assets but also healthcare, taxes, and estate planning. He addresses common fears and misconceptions that lead individuals to delay important decisions, particularly in uncertain times. T…

1
Creating a Legacy: Planning for the Future 18:33

5M ago18:33

18:33

In this episode, Kevin discusses the critical aspects of retirement planning, emphasizing the importance of being proactive in the face of upcoming changes in tax legislation, social security, and required minimum distributions. He highlights the need for comprehensive planning to navigate potential risks and market volatility, and the role of tax …

1
Navigating the October Effect in Finance 16:27

5M ago16:27

16:27

In this episode, Kevin discusses the psychological phenomenon known as the October Effect, which suggests that stock market crashes are more likely to occur in October. He emphasizes the importance of understanding risk in retirement planning, particularly the need for a guaranteed income stream and the potential benefits of fixed indexed annuities…

1
Maximizing Your 401(k): Tips and Tricks 15:30

5M ago15:30

15:30

In this episode, Kevin discusses the importance of having a comprehensive retirement plan beyond just relying on 401(k)s. Kevin emphasizes the need for guaranteed income streams, the impact of interest rates on retirement savings, and the significance of tax planning. He also addresses the critical issue of long-term care and the financial implicat…

1
Securing Your Financial Future in Retirement 16:50

6M ago16:50

16:50

Kevin discusses the importance of planning for retirement, focusing on hybrid life insurance for long-term care, strategies to create an inflation-proof income plan, and how to establish a personal pension from 401(k) savings. He emphasizes the need for financial security and the impact of inflation on retirement savings, providing insights into gu…

1
Creating Guaranteed Income: Exploring Options like Annuities 14:25

6M ago14:25

14:25

Today's episode discusses the 4% rule in retirement planning and its limitations. It emphasizes the importance of having control over spending and the need to work with a financial advisor who understands the costs and challenges of aging. Kevin highlights the lack of reliable information on the internet and the importance of seeking advice from qu…

1
The Pillar Planning Process = A Successful Retirement! 18:34

6M ago18:34

18:34

Kevin emphasizes the need for coordination among various financial professionals to ensure a holistic approach to retirement planning. Kevin highlights the Pillar Planning Process, which covers income needs, assets, taxes, healthcare, legacy planning, and legal considerations. He also addresses the challenges of inheriting money and the importance …

1
The Election, Investment Decisions and Financial Planning 21:23

6M ago21:23

21:23

In this episode, Kevin discusses various topics related to retirement and financial planning. He emphasizes the importance of not making investment decisions based on election outcomes and instead focusing on long-term financial goals. He also talks about determining the amount of money needed for retirement and the importance of creating a persona…

1
Building a Meaningful and Tax-Efficient Legacy 19:41

6M ago19:41

19:41

Kevin discusses various topics related to retirement planning, including addiction to stocks, required minimum distributions (RMDs), annuities, social security, and legacy planning. Kevin also emphasizes the importance of understanding one's options and making educated decisions to minimize risk and maximize returns in retirement. CLICK HERE TO BOO…

1
The Role of Guaranteed Income in Retirement 19:34

7M ago19:34

19:34

Episode Takeaways: Having a plan in place for retirement is crucial to navigate market downturns and ensure financial security. Retirement planning should consider factors beyond money, such as healthcare expenses and guaranteed income. Variable annuities may not be the best option for retirement savings due to high fees. Having a purpose in retire…

1
Author Sander Peterson: Reflections on Retirement in Year One: Happiness Favors a Prepared Mind 18:05

7M ago18:05

18:05

Special guest, Sander Peterson, wrote a book called 'Reflections on Retirement in Year One' and shares his experiences and insights. The conversation covers topics such as the stages of retirement, the importance of having a plan, the role of a trusted investment advisor, and the need for intentional communication when retiring. CLICK HERE TO BOOK …

1
Creating Tax-Free Income in Retirement 15:48

7M ago15:48

15:48

Takeaways Tax planning is crucial during the accumulation period to minimize tax burdens in retirement. Rearranging income and utilizing strategies like charitable trusts can reduce taxable income and create tax-free income in retirement. Comprehensive guidance is important, covering areas like long-term care, estate planning, and tax planning. Cha…

1
The Future of Social Security with Special Guest David Duley 25:47

8M ago25:47

25:47

Join Kevin Bock of Integrity Retirement Solutions on this special episode of Retirement Talk as he dives into the future of Social Security with David Dooley, creator of the Social Security Risk Score. In light of recent debates and looming changes, Kevin and David discuss the potential depletion of the Social Security trust fund by 2033, the likel…

1
Refinancing Retirement Plans for Higher Guaranteed Income 12:39

8M ago12:39

12:39

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 highligh…

1
Why DIY Retirement Planning Could Cost You Your Future 15:18

9M ago15:18

15:18

While many of us turn to YouTube for DIY solutions to fix household items, attempting to manage your own retirement plan can lead to costly mistakes and missed opportunities. Kevin shares poignant stories, including a client who tragically worked longer than necessary because he misunderstood his retirement options. Kevin emphasizes the importance …

1
Essential Estate and Legacy Planning Tips for a Secure Retirement 13:05

9M ago13:05

13:05

In this episode, we dive deep into the intricacies of estate and legacy planning, a crucial yet often overlooked aspect of retirement planning. Kevin discusses the importance of staying informed about changing laws, such as the Secure Act, and how they impact your financial planning. Learn about common mistakes, like delaying will creation or relyi…

1
Essential Income Planning for Retirement: Avoiding Common Mistakes 17:14

9M ago17:14

17:14

In this episode, we delve into the crucial aspects of income planning for retirement and the common mistakes to avoid. With over 35 years of experience, Kevin discusses the importance of understanding your income needs, creating a robust income strategy, and the benefits of professional guidance in retirement planning. Discover the comprehensive "p…

1
Navigating Cryptocurrency in Retirement with Bill Murray 14:17

10M ago14:17

14:17

Kevin discusses the intriguing world of cryptocurrency with special guest, comedian Bill Murray. Listen to Murray's hilarious yet insightful take on Bitcoin ATMs and the broader implications of digital currency. Learn why a conservative approach might be best for your hard-earned savings and how working with a financial advisor can help you achieve…

1
Navigating Healthcare Expenses in Retirement 15:54

10M ago15:54

15:54

The conversation covers various topics related to retirement planning, with a focus on long-term care and annuities. Kevin emphasizes the importance of discussing long-term care options and planning for potential healthcare expenses in retirement. They also discuss the benefits of annuities and how they can provide guaranteed income for life. Get y…

1
The Value of a Retirement Review 14:55

10M ago14:55

14:55

Takeaways from todays episode: The share of people working past the age of 65 has increased, and people over the age of 75 are the fastest growing group in the workforce. Having a sense of purpose in retirement is crucial for happiness and fulfillment. Retirement planning should include addressing healthcare expenses and long-term care. Working wit…

1
Demystifying Retirement Planning: Expert Advice with Kevin Bach from Integrity Retirement Solutions 13:57

10M ago13:57

13:57

In this episode, Kevin discusses the startling statistics revealing the lack of retirement savings among Americans and the crucial need for financial education in retirement planning. With over 35 years of experience, Kevin emphasizes the importance of personalized, educational approaches to retirement planning, focusing on understanding clients' g…

1
When Should You Start Planning for Retirement? (and How to Maximize Your Income in Retirement) 18:33

11M ago18:33

18:33

In this episode, Kevin discusses the importance of starting retirement planning early, regardless of your age. He emphasizes the need for estate planning documents like wills and power of attorney, and explains how these documents can protect your assets and your family. Kevin also dives into strategies for maximizing your income in retirement. He …

1
Unlocking Guaranteed Lifetime Income: Strategies for Financial Security 9:17

11M ago9:17

9:17

In a world where pensions are becoming scarce and concerns about retirement savings are on the rise, Kevin explores innovative solutions to ensure a stable income stream for life. Discover how to create a personalized pension-like income source that shields you from market volatility and inflation. Kevin shares success stories of clients who have m…

1
Election Impact on Markets & Safeguarding Retirement: 4% Rule Risks Revealed 9:47

11M ago9:47

9:47

In this episode, we explore the intersection of elections and markets, unraveling the uncertainties and preparing you for potential market fluctuations in 2024. With speculation rife about a looming recession and heightened volatility due to the election year, many are left wondering about the fate of their investments. Kevin shares insights into m…

1
Rebuilding Trust After Financial Advisor Loss & Navigating Election Uncertainty 9:15

11M ago9:15

9:15

Delve into the aftermath of a financial advisor's mismanagement, as Kevin discusses strategies for rebuilding trust and navigating the complexities of investment losses. Gain valuable insights into understanding market fluctuations and the importance of aligning investment decisions with individual risk tolerance and financial goals. In response to…

1
Jeff Bezos' Tax Moves & Overcoming Retirement Spending Fear 10:51

12M ago10:51

10:51

Kevin dissects Jeff Bezos' strategic relocation from Washington to Florida for tax purposes. Learn how Bezos leverages state tax disparities to potentially save hundreds of millions of dollars in capital gains and estate taxes, offering valuable insights for savvy retirement planning. But tax optimization isn't reserved for billionaires. Kevin dive…

1
Unlocking Tax-Saving Strategies & Navigating Healthcare Costs in Retirement 8:51

12M ago8:51

8:51

As tax season unfolds, many individuals are grappling with ways to minimize their tax burden and maximize their retirement income. Kevin sheds light on innovative tax reduction strategies that could potentially save retirees thousands of dollars annually. In addition to tax planning, healthcare expenses loom large on the retirement horizon. With he…

1
Retirement Talk with Kevin Bock (Trailer) 0:42

12M ago0:42

0:42

Welcome to a preview of Retirement Talk with Kevin Bock, the podcast! Here, we discuss the major financial headlines and breakdown the myths surrounding preparing for retirement. Kevin Bock, with over 30 years of experience shares his unique perspective on retirement planning. Discover how Integrity Retirement Solutions can help you create income t…

1
Unlocking Retirement Security: Annuities, Pension-Like Income, and Smart Decision-Making 11:23

12M ago11:23

11:23

Discover why Ted Benham, often hailed as the father of the 401K, advocates for integrating annuities into retirement portfolios to emulate the security of traditional pensions. Learn how annuities can provide a steady, guaranteed income stream during retirement, mitigating the challenges of managing investments in volatile markets. Kevin discusses …

1
Supporting Caregivers: Navigating Long-Term Care with Integrity Financial Solutions 11:53

1y ago11:53

11:53

Kevin emphasizes the staggering number of Americans serving as caregivers and the substantial financial burden they bear, averaging over $7000 in out-of-pocket expenses annually. From meal preparation to medication assistance, caregivers undertake various responsibilities, often juggling caregiving with work and other commitments. At Integrity Reti…

1
Impact of Elections on Your Retirement Savings & The Dangers of 'Just One More Year' Mentality 11:51

1y ago11:51

11:51

Kevin explores the impact of elections on financial markets, offering insights into historical trends and potential scenarios regardless of the election outcome. With discussions ranging from market volatility to long-term investment strategies, Kevin provides actionable advice to help listeners navigate uncertain times and protect their financial …

1
Maximizing Social Security Benefits & Navigating Quarterly Taxes: Expert Insights 7:24

1y ago7:24

7:24

With nearly 90% of Americans claiming Social Security benefits before their full retirement age, it's essential to understand the implications of early or delayed claiming. Kevin explains how his team educates clients to calculate the optimal claiming strategy tailored to their unique circumstances, considering factors like income, health insurance…

1
Decoding Social Security Risks: An In-Depth Interview with David Duley 14:03

1y ago14:03

14:03

Kevin sits down for an exclusive interview with David Duley, the founder of the groundbreaking Social Security Risk Score software. As concerns about potential Social Security reductions loom, this interview delves into the intricacies of how this innovative tool can provide unique insights into individual risk factors. Kevin and David explore the …

1
Financial Headlines Unveiled: Is the Biggest Crash of Our Lifetime Imminent? 9:52

1y ago9:52

9:52

In this episode, Kevin explores predictions of the largest market crash since the early 80s, with insights from financial expert Harry. Discover the factors contributing to the market's vulnerability and the potential impact on major indices. Harry recommends staying out of the market for 6 to 12 months and reentering post-crash. Kevin provides a c…

1
Securing Your Retirement: Long-Term Care Planning and Annuity Trading Insights 7:18

1y ago7:18

7:18

In todays episode, Kevin sheds light on the often-overlooked topic of long-term care, emphasizing the need for a proactive plan. Discover real-life scenarios where families faced financial challenges due to unforeseen healthcare expenses and learn how strategic planning can safeguard your assets and ensure peace of mind. Then, Kevin explores the po…

1
Unveiling Kevin Bock's Unique Approach to Retirement Planning 6:29

1y ago6:29

6:29

In this episode, discover what sets Kevin apart in the retirement planning landscape. As a four-time "Best of the Best" winner, Kevin Bach shares insights into the distinctive aspects of Integrity Retirement Solutions' approach. Learn why Kevin's focus extends beyond just financial portfolios. As a Certified Senior Advisor, Kevin emphasizes the imp…

1
Maximizing Your Legacy: Smart Strategies to Reduce RMD Taxes 3:54

1y ago3:54

3:54

Discover the six tips outlined in a recent article that can help you effectively reduce RMD taxes. Kevin and his co-host discuss popular strategies, including the IRA to Roth conversion and charitable contributions, shedding light on their potential benefits and considerations. Explore the concept of tapping into your IRA strategically to lower the…

1
Securing Your Future: Long-Term Care Strategies with Kevin Bock 4:19

1y ago4:19

4:19

As we all aspire to live longer, it becomes imperative to ensure our financial well-being can withstand unforeseen health challenges. Kevin shares real stories of families impacted by unexpected long-term care needs, highlighting the potential financial strain it can place on retirees. Discover how a well-thought-out plan can make a significant dif…

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