Lori Allison is a certified financial planner and co-owner of the Keen & Pocock.
Welcome to The Not Old Better Show.  I’m Paul Vogelzang, and this is episode #503 As part of our Art of Living Financial Perspectives series, we have a great show for you today. I’m fortunate, you’re fortunate, too, because we have two friends to The Not Old Better Show community and to me, Lori Allison and Kathryn Gustafson.  Lori Allison is a Certified Financial Planner, a CFP, and Kathy Gustafson, is an MBA, and a Retirement Income Certified Professional (RICP). Lori Allison and Kathy Gustafson are among 4 principals, co-owners of the Keen & Pocock Financial Partners company, and are both here with us today to talk year-end financial planning. I know from my email from you, our dear Not Old Better Show audience, that you all agree with me in that 2020 has been a doozy of a year…in all ways.  And, we’re not done yet! But, we won’t forget about 2020, and not that we should.  However, there are some, actually many, things we can do proactively to plan for a better 2021, especially when it comes to our finances. Today we’ll be talking financial planning to make 2021 your best financial year, no matter what 2020 looked like. We’ll answer questions about critical year-end advice and questions to ask about your own financial plan.  We’ll discuss some of the tax-related questions that always come to mind this time of year, and a Keen & Pocock special list of “5 Numbers” of client needs that you won’t want to miss. The election is over, there are vaccines available for COVID, and maybe we will get back to the way it was – where we can socialize without fear, hug grandparents, shake hands and gather. I wonder if that’s possible. I hope so, and today we look forward to 2021…expecting a good year and our guests think it’s going to offer us a lot of opportunities to understand and plan financially. Please join me in welcoming to The Not Old Better Show, via internet phone, Lori Allison and Kathy Gustafson, Keen & Pocock. My thanks to Lori Allison and Kathy Gustafson, Keen & Pocock Financial Partners for joining us today.  You’ll find links to Keen & Pocock and other resources in the show notes from today’s show.  Please stay safe everyone, practice smart social distancing, and remember to “Talk About Better.” The Not Old Better Show.  Thanks, everybody.   “Lori Allison and Kathryn Gustafson are registered representatives of The Strategic Financial Alliance. They are also investment advisor representatives of Strategic Blueprint, LLC. “ For more information about Lori and Kathy, please check out: https://keenpocock.com  
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Creator Details

Episode Count
1
Podcast Count
1
Total Airtime
22 minutes, 47 seconds
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Podchaser Creator ID logo 279103