Each week, Karin and Kevin Christ will look at important issues about financial planning. They will use their experience as independent financial advisors to help leave you smarter and more informed about retirement.
Disclosure: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.KPC Financial Solutions LLC is a registered investment adviser located in Lewisville, TX. KPC Financial Solutions LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Insurance products and services are offered and sold through KPC Financial Solutions LLC and individually licensed and appointed insurance agents.
In this episode of the KPC Smart Money Podcast, Rachel Walker and Liz Hanson pull back the curtain on KPC Financial Solutions' client support team, explaining everything that happens after a client's advisor meeting ends. They cover application processing, account tracking, insurance company follow-ups, and the personal relationships they build with clients along the way.
· The client support team manages the entire back-office process after an advisor meeting — collecting sensitive info (Social Security numbers, birthdates, beneficiaries), submitting paperwork, and tracking it through insurance companies and banks, sometimes requiring calls lasting several hours (Rachel once spent four and a half hours on a call with the IRS). · Keeping account and bank information current is critical, since outdated details slow down how quickly clients can access their money when they need it urgently. · Beyond paperwork, the team emphasizes relationships and faith: they describe clients as family, pray for them (and welcome prayer requests), and value personal check-ins as much as the transactional work. · KPC's motto, "Knowledge, Planning, Confidence," reflects services extending beyond investments into Medicare guidance, tax considerations, and general client support.
7 Jul 2026
Episode 169: 3 Habits to Change Your Retirement
What habits can you develop in your 30s and 40s that can determine your eventual success in retirement? The best time to implement these habits is now. Your future retired self with thank you. Automate, keep learning, seek wisdom, be content.
Key Takeaways:
Pay Your Future Self Now
Don't Let Success Become More Expensive
Invest in Your Character as Much as Your Portfolio
Whitepaper: Will You Have Enough Income in Retirement? (Dually licensed version) 4 pages http://downloads.financial-resources.org/books/xtbx/#p=1 (https://url.us.m.mimecastprotect.com/s/fb-ICZ6G9VS45VByCzfNfBOxk9?domain=downloads.financial-resources.org)
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