Customizing Your Retirement Blueprint with Mark Kennedy
Capital Gains Tax Solutions Podcast · Brett Swarts
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Show Notes
Mark Kennedy is a financial advisor, he is a specialist when helps in helping you create a blueprint that will help you grow your wealth and create and preserve more wealth in retirement. He is also the founder and president of Kennedy Wealth Management LLC, a Calabasas, California-based Registered Investment Advisor founded in 2008.
Mark Kennedy is in the financial services business in some form or capacity for about the last 25 years. Back in 2000, was a kind of his wake-up call for everybody, because the markets took a really big hit. And at that point in time, they decided that they had to use safe money strategies with clients. And they found that through the years, that wasn't really the only way that they should be helping clients. And when 2008 came around, they saw another round of people losing their life savings. And he said that they need to really take on Wealth Management ourselves in a very big way.
In our conversation, we discussed:
- Steps in considering building a blueprint
- Frequent questions that clients are afraid to ask
- Understanding Net Income Tax Advantage
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