Proverbs 15 22 many advisers quote

Oh snap! Your ‘advisor’ doesn’t do retirement planning after all.

It’s an unsettling feeling to learn your Financial “Advisor” doesn’t do retirement planning.

What does that mean?

Have you ever wondered about the following topics?

-When to claim Social Security benefits?

-How does healthcare work before Medicare at age 65? How does it work after age 65?

-How do we continue giving to our favorite charities in the most tax efficient manner in retirement?

-Should we be doing Roth conversions?

-What are Medicare IRMAA fees and why are we paying them?

-How do we plan for Required Minimum Distributions (RMDs)?

-What are Qualified Charitable Distributions (QCDs) and should we be doing them?

Not All Advisors Are Equal

Today’s video highlights that not all Financial Advisors are created equal.

If your Financial Advisor hasn’t asked for a copy of your tax return or can’t answer your retirement questions, you should probably get a second set of eyes to make sure you are optimizing and coordinating your finances so you can live your best life in retirement.

Thank You

Thank you for watching and I hope you have a blessed day!

– Kaleb Paddock, CFP®

Watch the Video Below

You can watch the video below or click here to watch on my YouTube Channel.

Learn More

You can learn more about Ten Talents and Kaleb, a financial planner based in Parker, Colorado, here. Kaleb can be reached at (720) 710-0939 or

Hi, I’m Kaleb. I’m the Founder of Ten Talents. I’m blessed to be regularly featured in CNBC, MONEY, and Business Insider personal finance articles. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional based in Parker, Colorado and I’m a fiduciary and fee-only advisor.

Put simply, this means that I don’t sell you financial products, I act in your best interest at all times, and my pricing is clear and easy to understand.

My Client are Eyeing Retirement Decisions

My clients are eyeing retirement decisions, often work at technology companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).

I love bringing confidence and clarity to your financial situation and I’m passionate about helping you take control of your financial future.

You can learn more about me and Ten Talents by visiting my website:

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