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 independence.
Ben Hopper and Rob Davenport discuss the importance of maintaining business goals and projections. Tracking important data and storing it with a consistent organizational method will prove to be very useful in the long run.
Following the hiring of three new financial advisors at KPP, Kyle Roy and Rob Davenport share their thoughts on the differences between independent financial advice and non-independent financial advice. They will expand upon the different types of financial advisors and the different employment arrangements that they have with their parent company.
On this episode of Coffee with KPP, Kyle Roy and Rob Davenport talk about staying the course of success when the world may seem against you. With the constantly changing US economies and markets it can sometimes be difficult to stay relaxed and not become anxious. Kyle and Rob will attempt to share some wisdom and resources that can help you stay confident through uncertain times.
Kyle Roy talks about technology and the impacts he believes it can have on investing. Kyle will discuss the impacts of the rapid growth of technology and how it can align with or affect your investment goals.
Kyle Roy and Ben Hopper get into the weeds and talk about Roth conversions and how it relates to retirement planning, specifically traditional pre-tax vs Roth dollars. What is Roth conversion, and what is a potential strategy for you, are questions that will be answered in this episode.
On this episode of Coffee with KPP, Ben Hopper will talk about goal setting and how to follow through on your goals. Ben will talk about SMART goals, and provide helpful advice to encourage you to stick with your goals till the end.