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' goals and concerns. He shares insights into the initial consultation process, highlighting the importance of gathering comprehensive financial information to tailor a holistic retirement plan. Kevin also addresses the challenges posed by misinformation on social media platforms like TikTok, urging listeners to seek trusted financial advice.
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