Ep. 23 - Income Planning 101 (Jeff Kikel)

In this episode Jeff shares some strategies for generating income in retirement. Jeff shares:

1. How generating income from fixed income is not the best strategy right now.
2. The pitfalls of taking income from an investment portfolio.
3. The four elements that each income plan needs to have.
4. A hybrid strategy that brings together fixed income and growth assets.

Jeff has used these strategies with clients for over 25 years with significant success. The strategies have ensured stable income, flexibility, and growth for retirement income portfolios.

Jeff Kikel is the President of BKA Wealth Consulting, as well as the founder of T-Werx Coworking and CPTX Media, LLC. Jeff is a sought-after speaker on the topics of income generation, business exit strategy planning, executive compensation. Jeff is also the author of six books on retirement, entrepreneurship, and non-qualified plans. Jeff’s upcoming book “Stand in the Door: Exit Strategies for Small Business Owners” will be published in the summer of 2021.