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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 independence. 

What is Financial Planning?

In this episode Rob and Kyle talk about the financial planning process, how it differs from simple wealth management, and why having a financial plan may increase the likelihood of accomplishing your financial goals.

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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 those that are not.

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Our Values

Martin Walthers, an advisor at KPP specializing in group and employee benefits, joins Kyle on this show to provide insight on the benefits of 401(k) and Safe Harbor plans. While this episode is directed towards business owners with any size companies, it is also beneficial for employees of small businesses without a 401(k) plan to gain information to bring back to their employers.

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What is Financial Planning?

President and co-founder of KPP, Ken O'Neil, joins Kyle on this week's episode of Coffee with KPP to use his 20 years of knowledge to share what one should understand regarding life insurance. While nobody wants to have the discussion of what would happen to your family in the event of death, it is always important to hope for the best and plan for the worst. Seeing as though the advisors at KPP build comprehensive financial plans for their clients, Kyle and Ken share their stories to explain why this is important.

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Why Work with a Financial Advisor?

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 seeks to keep you out of trouble.

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Our Values

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.

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