KPC Smart Money Podcast Podcast Por Kevin and Karin Christ arte de portada

KPC Smart Money Podcast

KPC Smart Money Podcast

De: Kevin and Karin Christ
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Each week, Karin and Kevin Christ will look at important issues about financial planning. They will use their experience as independent financial advisors to help leave you smarter and more informed about retirement.

Disclosure: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.KPC Financial Solutions LLC is a registered investment adviser located in Lewisville, TX. KPC Financial Solutions LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Insurance products and services are offered and sold through KPC Financial Solutions LLC and individually licensed and appointed insurance agents.Copyright Derek Johnson
Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Episode 168: True Wealth in Giving
    Mar 4 2026
    Building financial wealth is important, giving you options, stability, and confidence. There is another wealth that makes you personally rich that requires little or no money. It is in blessing others through giving back. Today I am going to talk about some examples like paying for elderly people's groceries, the Starbucks Pay-it-forward, helping out neighbors, or even simply hugging someone who is lonely. This kind of giving makes you rich.

    Key Takeaways: 1) True connection in a social media driven world 2) Greater to give than receive 3) Leave a legacy of kindness 4) Be intentional and make it a life long habit.

    Giveaway: 6 Keys to a Happy Retirement -https://downloads.financial-resources.org/books/cdwo/#p=1
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    13 m
  • Episode 167: Meet the KPC Team
    Feb 7 2026
    In this introductory episode of the KPC Smart Money Podcast, Bryan Christ, Jay Angotti, and Stone Bethea explain how their advisory team works together behind the scenes to support clients. They break down the roles of service advisors, senior advisors, and operations, emphasizing coordination, proactive planning, and clear communication as the foundation of strong financial decisions. The episode sets the tone for future conversations focused on practical financial strategies, education, and long-term planning rather than short-term market hype.

    3-4 Takeaways:
    • Team-based planning matters: Clients benefit from a coordinated structure where service advisors manage communication and follow-through while senior advisors focus on strategy and investment decisions.
    • Financial planning is ongoing: Taxes, markets, laws, and personal situations constantly change, so proactive updates and regular reviews are essential.
    • Behind-the-scenes work is critical: Much of the value comes from coordination, beneficiary updates, renewals, and monitoring details that keep plans on track.
    Whitepaper: Your Retirement Income Planning Checklist (Dually licensed version) 24 pages http://downloads.financial-resources.org/books/qmmm/
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    10 m
  • Episode 166: Memory Training
    Jan 26 2026
    Have you seen the ads lately about how to boost your memory? These ads promise all kinds of things. I decided to do some research on my own to find out what actual studies show regarding memory training and what actually works. And what will really protect our memory and brain as we age.

    Key Takeaways: 1) Memory training can improve specific skills 2) What really protects your brain? 3) Simple daily memory routines - 15 minutes 4) Why does this work

    Whitepaper: Your Retirement Income Planning Checklist (Dually licensed version) 24 pages http://downloads.financial-resources.org/books/qmmm/
    Más Menos
    14 m
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