Coffee with KPP: Recent Episodes
Kentucky Planning Partners
The show that's dedicated to providing advice for life so that you can live richly, and work towards the life that you've earned!
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
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.
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.
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.
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.
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.
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.
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.
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.
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 managersTo 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.
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.
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.