Kevin Lum, CFP®
Can AI Replace Your Financial Advisor? A CFP® Tests It…
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=use-ai-desc&utm_content=description 🔗 Download the free PDF: How to Use AI for Retirement Planning → https://foundryfinancial.net/ai-retirement-planning-cheat-sheet 🔗...
What the Roth Conversion Calculator Isn't Telling You
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=roth-conversion-caution-desc&utm_content=qr Roth conversion calculators can show impressive numbers, but there's something important they often leave out... Every proje...
He Thought He Couldn't Afford to Retire (He Was Wrong)
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=reddit-story-desc&utm_content=description A Reddit post from a grandfather stopped me mid-scroll, and I couldn't stop thinking about it. Three years into retirement, he...
7 Things That Quietly Disappear When You Retire (That Your Financial Plan Forgot About)
✅ Ready to think through not just the money side of retirement, but the life side too? Schedule a free strategy call → https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=seven-things-that-go-quite-desc&utm_content=description Most retirement co...
The New Math on Bonds — Nobody Expected This
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=are-bonds-dead&utm_content=description In this video, I cut through the conflicting headlines about bonds and walk through what's actually changed for retirement portfo...
What 'One More Year' Is Actually Costing You in Retirement
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=the-cost-of-pushing-your-retirement&utm_content=description Try RightCapital - https://foundryfinancial.typeform.com/rightcapital?utm_source=youtube&utm_medium=longform...
Why a Paid-Off Home Might Actually Hurt Your Retirement
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=what-no-one-tells-you-about-retiring-with-a-paid&utm_content=description Try RightCapital - https://foundryfinancial.typeform.com/rightcapital?utm_source=youtube&utm_me...
Congress Saved Social Security in 1983… We Need Help Again
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=Shortform&utm_campaign=debunking-social-security-myths-desc&utm_content=description In this video, I break down the real story behind the headlines claiming Social Security will be cut by 28...
Why Many Millionaires Feel Like They Aren’t Wealthy
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=18%-of-americans-are-millionaires…-but-most-don’t-feel-like-it&utm_content=description RightCapital Link - https://foundryfinancial.typeform.com/rightcapital?utm_source...
“90% of Americans plan to skip the No. 1 piece of Social Security advice”
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=90%-of-americans-plan-to-skip-the-no.-1-piece-of-social-security-advice&utm_content=description In this video, I unpack a CBS News headline claiming that 90% of America...