In this conversation, Kevin shares his journey into the financial services industry, emphasizing his passion for helping clients achieve their retirement goals. He discusses the importance of understanding retirement planning, addressing common concerns such as whether clients can afford to retire and how to avoid running out of money. Kevin highlights the significance of customized retirement plans tailored to individual needs and the hidden fees that can impact retirement savings. The discussion underscores the value of building relationships with clients and ensuring they understand their financial plans. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

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