Los mejores podcasts de Kevin Bock (2024)

1
Navigating Cryptocurrency in Retirement with Bill Murray 14:17

2d 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

16d 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

23d 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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…

1
Navigating Retirement Amidst Political Uncertainty: A Deep Dive into Tax Changes 4:10

5M ago4:10

4:10

As we approach 2024, a year marked by promises and election fervor, one critical aspect to consider is the impending end of the tax Trump code in two years. In this episode, Kevin explores the intricate relationship between politics, tax codes, and investment strategies. Delve into the question of how much weight politics should carry in your inves…

1
Unlocking Retirement Excellence: What Sets Us Apart at Integrity Retirement Solutions 6:32

5M ago6:32

6:32

Join us in congratulating Kevin and the team on clinching the Best Financial Planner title in Westmoreland County for the fourth consecutive year! Discover why the community has consistently chosen them as the best of the best. In this episode, Kevin discusses the unique factors that set Integrity Retirement Solutions apart. Kevin reflects on the j…

1
Securing Your Retirement Amid Social Security Uncertainty 6:38

6M ago6:38

6:38

In this enlightening episode of Retirement Talk with Kevin Bock, Kevin addresses the pressing concerns surrounding Social Security's potential insolvency by 2033. Recent reports indicate a looming 25% cut in benefits, raising questions about Congress's role in rescuing this crucial financial pillar. Special guest David Dooley introduces the Social …

1
Unlocking Your Retirement Passion: Why Americans Choose to Work Beyond 60% Retire Early 5:39

6M ago5:39

5:39

A recent survey found that nearly 60% of retirees aren't ready to fully retire. Many Americans are choosing to continue working, whether part-time or full-time, well into their retirement years. Kevin shares insights into the benefits of postponing retirement and explores the potential obstacles individuals may face. Discover the diverse paths reti…

1
Navigating Retirement Hazards: Strategies for a Secure Future 6:09

6M ago6:09

6:09

The podcast delves into the number one fear in retirement—running out of money—and identifies unexpected catastrophic healthcare expenses as the leading cause. Kevin provides a comprehensive approach to address healthcare costs, ensuring that clients have a plan in place to navigate potential challenges. Learn why it's crucial to look beyond the pr…

1
Crafting Your Retirement: Strategies for Financial Freedom 5:20

6M ago5:20

5:20

Discover the importance of creating diverse income streams, making your money work for you even as you sleep. We delve into the changing landscape of retirement, where pensions are rare, and personal responsibility plays a crucial role. Learn about in-service non-hardship distributions and how you can turn your 401K into your personal pension for a…

1
Year-End Financial Checklist: Maximize 401K Contributions & Tax Efficiency 6:29

7M ago6:29

6:29

As we step into the final quarter of the year, it's time to take stock of your financial situation and ensure you're making the most of your retirement plans. Morningstar's Christine Benz suggests one essential box to check: maximizing your 401K contributions. For those over 50, this can mean contributing up to $30,000 in 2023. But the financial ch…

1
Empowering Your Retirement: Long-Term Care and Annuity Upgrades 7:57

7M ago7:57

7:57

First, we explore the often-avoided topic of long-term care. While many of us prefer not to think about it, the reality is that we're living longer lives, and that means we need our retirement savings to stretch as far as we do. Unexpected medical expenses, especially those related to long-term care, can take a significant toll on your finances. We…

1
Redefining Retirement: New Worst Case Scenarios and Unconventional Solutions 9:06

7M ago9:06

9:06

In this episode, hear Kevin explore the impact of inflation and the Federal Reserve's role in shaping the future. Will the 4% or even 4.8% rule withstand the test of time? The uncertain economic environment has everyone on edge. With over three decades of experience, Kevin explains the importance of creating a personalized retirement plan. He intro…

1
Retire with Confidence: Annuities as Bond Replacements & Crafting Your Post-Retirement Life 8:14

7M ago8:14

8:14

re you prepared for the journey into retirement? As the financial landscape evolves, it's essential to protect your retirement savings. The traditional solution? Bonds. However, in these volatile times, bonds might not be the best choice. Kevin expands on this notion, emphasizing the benefits of annuities as bond replacements. He explains how annui…

1
Social Security Payouts and the Hidden Tax Insights You Need 6:45

8M ago6:45

6:45

In this episode, Kevin dives into the intriguing world of Social Security payouts and the often overlooked aspects of earned income taxes in retirement. The discussion kicks off with a critical question: Is the Social Security payout you've been counting on guaranteed to remain the same? Kevin sheds light on potential changes that could impact your…

1
Social Security's Uncertain Future and the Golden Bachelor's Retirement Story 8:33

8M ago8:33

8:33

Is Social Security's future secure? The history of Social Security reforms and potential future cuts loom large. If you've ever wondered whether Social Security will be there for you, this is a must-listen episode. In 1983, Congress made pivotal changes to Social Security, including cutting benefits and raising retirement ages. Fast forward 40 year…

1
Why Americans Need a Financial Advisor: Maximizing Legacy and Minimizing Taxes 7:18

8M ago7:18

7:18

Only 35% of Americans use a financial advisor, despite the monumental impact financial decisions can have on one's retirement. Kevin discusses what a financial advisor brings to the table, emphasizing the critical role of knowledge in retirement planning. The conversation unfolds with real-life examples of how expert advice can make an enormous dif…

1
Avoiding the 4 Biggest Retirement Withdrawal Mistakes & Finding Purpose in Retirement 8:16

8M ago8:16

8:16

In this episode Kevin discusses the four worst mistakes people make in withdrawing from their accounts. He also talks about the importance of having a plan for retirement and how to make sure you're doing it the right way. Here are the four worst mistakes people make in withdrawing from their accounts: Not having a plan. Withdrawing too much money …

1
How to Avoid Paying Millions in Taxes in Retirement 7:18

8M ago7:18

7:18

In this weeks episode, Kevin discusses how to avoid paying millions in taxes in retirement. He shares a case study of a client who had amassed a large amount of highly appreciated assets and was facing a significant tax bill. Kevin explains how he was able to help the client create a tax-free legacy for their children. Kevin also discusses the impo…

1
Annuities: Are They Right for You? 10:24

9M ago10:24

10:24

In this episode Kevin discusses the pros and cons of annuities. He explains how annuities can provide guaranteed income in retirement, but also discusses the limitations of annuities, such as the 10% withdrawal rule. Kevin also talks about how annuities can be a part of a comprehensive retirement plan, but should not be the only source of income! #…

1
Navigating Market Volatility: Protecting Your Nest Egg with Tony Bennett's Wisdom 6:17

9M ago6:17

6:17

The passing of legendary singer Tony Bennett serves as a poignant reminder of the value of adaptability and change. Discover how Tony's approach to singing and life holds valuable lessons for securing your financial future. Kevin delves into the importance of adaptable retirement plans that can zig and zag according to life's unexpected twists.Kevi…

1
Empowering Your Retirement: Navigating Soft Landings and Secure Futures 8:47

9M ago8:47

8:47

Kevin explores the intriguing concept of a "soft landing" and its implications for the economy. Gain insight into how Kevin and his team provide a comprehensive approach to retirement planning that considers not only market conditions but also personalized needs and goals. Learn how this unique approach can alleviate retirement stress by providing …

1
Maximizing Roth IRA: Backdoor Strategies and Retirement Track 6:10

9M ago6:10

6:10

Have you ever wondered how you measure up against retirement benchmarks? Kevin dives deep into this question, shedding light on why comparing your retirement savings to others might not be the wisest approach. Discover the power of customizing your retirement strategy based on your unique financial needs, steering clear of unnecessary stress and ex…

1
Overcoming Retirement Fears: Planning for Financial Security and Long-Term Care 8:14

10M ago8:14

8:14

In this insightful episode, we dive into a pressing issue – the fear of retirement surpassing the fear of death for many adults. Discover how we help alleviate stress and anxiety by providing strategic financial planning solutions. We'll explore the significance of efficient tax planning, creating guaranteed income streams, and even the emerging co…

1
The Stock Market is NOT an Income Plan 10:01

10M ago10:01

10:01

Brace yourself for a delayed reaction in the economy. That’s the prediction on interest rates by many financial experts. If they're right, should retirement savers stick to their long-term goals during this time or make adjustments to their portfolio? Remember, the market is NOT an incom eplan - isn’t that where annuities can come into play? See om…

1
Is an annuity the income tool for you? 10:01

10M ago10:01

10:01

Reliable monthly income is a big concern for retirees. Yahoo Finance looked at the pros and cons of annuities in that role. Two of the objections they site are: 1) Every annuity comes with high fees 2) No access to principle in an emergency. No annuity is created equal, and there many different types - Kevin explains the pros/cons and how an annuit…

1
Don't Let Uncle Sam Ruin your 401K or IRA & Creating Guaranteed Income! 7:35

11M ago7:35

7:35

If you have a traditional IRA or 401(k), you could run into a tax problem. That’s why you hear people converting those funds to an after-tax Roth IRA a little bit at a time before retirement. How easy or difficult is it to do this? At what age should someone consider making the conversion? Then, it’s one of the most common retirement questions: Is …

1
Retire FROM work TO .... what? Hear how Kevin can help you achieve your retirement goals! 12:02

11M ago12:02

12:02

So, let’s say you’re saving up for retirement and everything looks to be on track. Is there anything else you should do beyond crunching numbers? Vanguard’s Maria Bruno tells the Morningstar financial website that she always encourages people to envision what they want their retirement to be. Kevin explains how he has this conversation with clients…

1
The Solution to Running out of Money! 11:05

12M ago11:05

11:05

Americans are living longer and there’s always the fear of running out of money in retirement. But one way to safeguard against that is an annuity, which offers a guaranteed income stream for life. So how do annuities “befriend” the so-called enemies of retirement? See omnystudio.com/listener for privacy information.…

1
Having a Tax Free Retirement - YES! It's Possible! 10:18

1y ago10:18

10:18

What crazy thing would Americans do to have a tax-free future? A new survey (by WalletHub) asked that question and found one in ten would clean prison toilets for three years in exchange for never paying taxes again! Well, we all know taxes (and the IRS) aren’t going away. It’s just a matter of controlling how much we give to Uncle Sam. Isn’t that …

1
Education is KEY when Planning for Retirement 10:44

1y ago10:44

10:44

It’s happening everywhere: They take out 4-way traffic stops and put in roundabouts. One man in PA said they cause tornadoes! WHAT?! Talk about misinformation! Having the wrong information when it comes to planning for retirement can be a HUGE deal breaker. Education is KEY. Hear how Kevin educates his clients and you when helping you create your r…

1
How Should You Withdrawal Your Money in Retirement? 7:52

1y ago7:52

7:52

You will likely enter retirement having saved in a number of different places. An article in Smart Asset says if you want to be smart with taxes you should pull the money out in this order: Tax-deferred accounts (IRAs and 401ks), then taxable accounts, then Roth accounts. Hear if Kevin agrees with this strategy and how he advises his clients during…

1
There's a 70% Chance You will need THIS in Retirement... 10:34

1y ago10:34

10:34

Hear Kevin explain why he works so hard why he is so passionate about helping YOU prepare for retirement! The government estimates someone turning 65 today faces a 70% chance of needing some type of long-term care services in their remaining years. Buying long-term care insurance late in life is expensive. Is there another option to consider for th…

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