Episodes

Don’t let medical expenses eat away at your retirement savings! Aging brings several challenges, including financial ones. But, what if you could prepare for the medical side of retirement planning? In this episode, Ken New focuses on the medical side of retirement planning. He explores different medical issues that could arise and strategies to build financial protection for future medical expenses without spending the entirety of your retirement income. Ken discusses: How to start the convers...

How would you envision your retirement? Would you like to travel the world, pursue your hobbies, or aim to leave an inheritance? What do you want your legacy to be? In this episode, Ken New delves into the topic of retirement planning and highlights the similarities and differences between planning for an average-income household versus high-net-worth individuals. He explores the essential factors that apply to all retirement plans and the role of real estate assets in retirement planning. Durin...

Unleash the Power of Tax Planning: Ken New Takes on the Biggest Challenge for Retirees! Ken New is on a mission to help retirees protect their hard-earned savings from the jaws of taxes. Join him as he explores the world of tax planning and demystifies the often confusing terms associated with it. Ken will also showcase real-life examples of how the strategic use of different retirement accounts can shield your retirement income from required minimum distributions. Discover how these tax-saving ...

Every person has been told to be cautious when it comes to sharing their personal information. With financial advisors, that personal information could be the difference between a boilerplate retirement plan and a personalized plan. In this episode, Ken New delves into the importance of personalization in retirement planning. He explains how working closely with clients to understand their unique needs and goals can lead to the creation of a tailored and protected retirement plan. Ken shares exa...

After retirement, your investments become your primary source of income. What strategies can you use to protect your retirement income without a steady paycheck? In this episode, Ken New focuses on the endowment strategy as a way to safeguard retirement investments from taxes or market fluctuations. He offers insights on how to streamline retirement accounts and provide alternative investment options that can help weather losses. Tune in for practical tips on protecting your retirement income. K...

Are you on track to achieve the retirement of your dreams? Join Ken New as he uncovers the secrets to a successful retirement in the first installment of the Roadmap to Retirement series. Learn about the 5 key fundamentals of retirement planning: Income Planning, Investment Planning, Tax Planning, Health Planning, and Legacy Planning. These fundamentals are essential to achieving the retirement and lifestyle of your dreams. Discover the importance of income planning and learn how to evaluate all...

Are you looking for expert guidance on how to plan for your financial future and retirement? Look no further than Pinnacle Financial Wealth Management’s latest podcast episode, where we introduce you to our team and the proven strategies and processes we use to engineer retirement plans for our clients. Join Ken New, the Founder, and Owner of Pinnacle Financial Wealth Management, and team members Jenny Moore and Jennifer Gerrow as they dive into five financial fundamentals that are essential for...

When looking for the right advisor, you want someone who focuses on the person as much as they focus on the numbers. In this inaugural episode, Ken New shares his journey to becoming the financial advisor he is today, from his first job to his current company and everything in between. Ken reveals the lessons he’s learned throughout his career and how they help guide his own personal and professional philosophies to run the successful business he has today. Ken sheds light on the values he lives...