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At KPP, we want to empower our clients to take control of their financial life and that includes fostering an understanding of the concepts behind what we do. Coffee with KPP is a weekly broadcast about a broad array of financial topics. Join us to learn about the many aspects of the financial services industry so that together we can create an informed pathway to financial success. 

What is Financial Planning?

Building an estate plan doesn't have to be difficult. If you work with professionals, take stock of all your belongings, and have a comprehensive plan to preserve your legacy you will be able to rest-assured knowing your estate will settle according to your wishes. In this show, Rob and Kyle discuss how a financial plan makes estate planning so much easier.

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Why Work with a Financial Advisor?

In this show Kyle interviews Brendan McCarten, restaurateur in Louisville, KY. Brendan is an Irish immigrant who has raised a beautiful family and created a successful business with his wife Renee. Brendan talks about his journey, his business, and the challenges he's had to overcome during the pandemic.

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Our Values

In this week’s episode, Rob and Ben discuss KPP’s investment process, a crucial topic to investors. While there are many different types of advisors in the business, KPP ensures to provide a comprehensive financial plan and act as portfolio managers. 

To prepare the perfect portfolio for KPP’s clients, eight different models are used consisting of different risk tolerances in each of them to tailor to different clients. These models are actively managed with funds founded through our broker-dealer, the largest one in the country, LPL Financial. KPP’s different models only include products that are consistently performing at the top of their class, to ensure the best portfolio for their clients.

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What is Financial Planning?

With the election being a week away, Rob and Kyle discuss how prominent it is and the effect it will create on investors. In this show, they discuss the tremendous amount of uncertainty regarding the market during these unprecedent times. They converse over what will occur if Biden wins the election versus if Trump does, seeing as though there is no way to predict the future and which outcome it will be.

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Why Work with a Financial Advisor?

On election day, November 3rd, 2021, Kyle and Ken discuss what the election means for the market and deliver more encouraging information regarding how it will affect your money. Regardless of the winner, they discuss in detail which companies, industries, and markets will win in correspondence to the current certain circumstances.

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Our Values

In this week’s episode, the common questions regarding 401(k)s are answered and addressed by Kyle and Bill. In the recent market volatility, the common question asked is whether to continue to in your 401(k) in the downturn or should you hold off on it? Having a strategy you stick to during both the good times and the bad ones, rather than constantly trying to time the market, is how you build wealth. A Certified Financial Planner’s core value is sitting down with clients to provide a personalized strategy in order to get there, which is something KPP takes great pride in doing for their clients.

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What is Financial Planning?

Seeing as though the month prior to this week’s video was long-term care awareness month, Ken and Kyle spend this episode discussing this topic due to the importance of it and the attention it requires. As fiduciaries, it is crucial to address what might happen over the horizon and ensure this is part of the well-thought-out plan.

Insurance is an extremely important part of the financial planning process and today’s conversation covers the four main aspects of long-term care insurance. Ken begins by discussing the statistics and probability of you or a loved one needing it, then the history of long-term care, why an individual must be considering it and whether your employer offers it, and lastly, if you are the employer, the benefits it provides to your employees.

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Why Work with a Financial Advisor?

Mike Lynch, CPA, and CFO of Fireking joins Kyle in this week’s episode to have a discussion on fitness and physical health, and business/financial health as he has thriving been the CFO of numerous other companies as well. Seeing as though we do not know the economic cycle we are currently in and Mike has successfully navigated through it, insight is provided on how to achieve this as well.

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Our Values

As the unimaginable year of 2020 is coming to an end, Kyle and Ben spend this week’s episode talking through the countless amount of lessons this year taught us in order to make 2021 the best it can be. This episode serves as a look back on this unexpected year through both the financial and personal life lessons we can take away from it.

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What is Financial Planning?

Owner of the legendary Gustavo’s Restaurant here in Louisville, Gustavo Reyes joins Kyle in this week’s episode to share his incredibly motivational story. Gustavo has been in America since 1999, 21 years, and his success derives from his vigorous faith, willingness, unwavering demand for greatness, consistency, and hard work, which serves as an inspiration for anybody with a goal of how they strive for their future to look like. Today’s conversation is an excellent example of how if you have the right attitude, you can truly overcome anything.

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Why Work with a Financial Advisor?

With the topics of this week’s show regarding the competitive landscape of what it takes to get into college along with how to receive the necessary scholarships/grants colleges offer, college funding, and the ultimate goal of how to get a job following graduation, this week’s episode targets individuals who have children or grandchildren in high school or college. While Ben is a graduate from Western Kentucky University with a full-time job at KPP and Miles currently attending the university and interning at KPP, they join Kyle to provide valuable and important advice on the topics listed above.

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Our Values

Jon Mand, the number one real estate agent in Louisville for the past four years in a row takes the floor on this episode of Coffee with KPP. Today’s conversation is perfect for anybody interested in real estate, whether that is taking it on as a hobby or become a real estate agent themselves. Kyle and Jon also discuss not only the real estate market here in Louisville but nationally as well.

Jon Mand came from a background of being a pilot, then found an opportunity to join one of the most successful real estate firms in town. He then quickly worked his way up to build a team of agents and also tremendous infrastructure in order to support his clients. If you are wondering what it takes to be successful, todays episode is perfect to listen to.

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What is Financial Planning?

On this episode of Coffee with KPP, John Stewart, president and founder of Encompass Develop Design and Construct, discusses the national organization he has created. The team of this company has performed a tremendous amount of extraordinary accomplishments which are highlighted in this week’s episode along with John’s story on how he has reached his life achievements.

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Why Work with a Financial Advisor?

Ben Hopper joins Kyle on this week's episode of Coffee with KPP to discuss the current events and news regarding investing. With the heavy amount of discussion regarding what is occurring with Bitcoin, Reddit, etc., Kyle and Ben provide an understanding of what speculative investing is.

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Our Values

Ken O'Neil, president and co-founder of KPP, joins Kyle on this week's episode to discuss the stimulus program recently announced by the government. They spend time discussing how this program is going to affect all individuals and businesses throughout the country. Due to the stimulus creating difficulty in finding employees to work, the result from it is that it's hard to even just get a pack of gum at the grocery store. Kyle and Ken spend time hitting on how this will lead to an impact on our economy, and what to look at in the long term.

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What is Financial Planning?

Having a comprehensive financial plan is crucial for success and reaching your life and financial goals. Kyle Roy, joined by Rob Davenport and Ben Hopper, discusses on this episode of Coffee with KPP how providing this to individuals and the value they see it brings to their clients is the reasoning behind their passion in this career field. Kyle, Rob, and Ben share impactful stories they have seen through their time of being financial advisors and how acting in a true fiduciary capacity drives them in their careers.

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Why Work with a Financial Advisor?

In this class, we are going to walk through "Sequence of Returns Risk" and how managing that risk will help you know that you'll never run out of money in retirement.

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Our Values

In this series, we are going to walk you through your social security benefits with the understanding that it's not a dole. At KPP, we understand that your social security is your money- and we don't take that for granted.

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The Thief of Joy

The Thief of Joy

"Comparison is the thief of joy." Although Teddy Roosevelt is credited with this quote, it reflects age-old wisdom that's been around for thousands of years - and it reminds me of a conversation I had with a dear friend of mine recently.