Coffee with KPP Live!
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.
Why Work with a Financial Advisor?
You don't hire a financial advisor to get free steak dinners every so often! Working with an advisor aligns your goals with your assets, and ultimately will help you accumulate and preserve your wealth.
In this show, Ben and Kyle discuss tried-and-true methods experienced financial advisors implement for their clients. They dispel myths, simplify complicated topics, and provide a clear distinction between true financial planners and charlatans.
Exchange-Traded Funds (ETF's) have come to define the age of "passive investing." They give investors the ability to diversify across indexes instead of having to trade individual stocks, and have relatively low fees. But these investments aren't always as simple as advertised.
In this show Kyle and Ben break down the ETF marketplace, expose some myths about investing in ETFs, and uncover some surprises that can keep you out of trouble.
Fee-Based vs. Brokerage: What's the Difference?
When you work with a financial advisor, there is so much verbiage that can leave you confused and concerned. In this class, Ken and Kyle break down the differences between fee-based plans and brokerage accounts. Both types of accounts have advantages and disadvantages for investors, and it's important to understand the subtle differences.
Brendan McCarten: Navigating a Small Business through the Pandemic
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.
Estate Planning Essentials
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.
KPP's Process for Managing Money
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.
#3 The Election and Your Money with Rob and Kyle
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.
#4 Election Day with Ken and Kyle
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.
#5 401k Essentials
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.
#9 Long Term Care Insurance
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.
#10 Special Guest Mike Lynch CFO of Fireking
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 thrivingly 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.
#16 - Why Work with a Financial Advisor?
You don't hire a financial advisor to get free steak dinners every so often! Working with an advisor aligns your goals with your assets, and ultimately will help you accumulate and preserve your wealth. In this show, Ben and Kyle discuss tried-and-true methods experienced financial advisors implement for their clients. They dispel myths, simplify complicated topics, and provide a clear distinction between true financial planners and charlatans.
#12 Lessons Learned from 2020
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.