Kevin Lum, CFP®
Retirement Made Simple is hosted by Kevin Lum, CFP® who runs Foundry Financial, LLC based in Los Angeles.
This channel is purely for educational purposes and nothing we say should be taken as financial or educational advice.
5 Questions That Reveal If Your Financial Advisor Is Any Good
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=five-questions-to-ask-zach-desc&utm_content=description Selecting a Financial Advisor Guide ✅ https://foundryfinancial.net/guide-to-selecting-a-financial-advisor Most p...
Should You Do a Roth Conversion? Free Software to Decide
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=should-i-do-roth-conversion-desc&utm_content=description 🔗 Access the retirement planning software → https://foundryfinancial.typeform.com/rightcapital?utm_source=yout...
5 Signs You're NOT Actually Ready to Retire
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=five-reasons-not-to-retire-desc&utm_content=description Retirement might be closer than you think, but these 5 warning signs could mean you're not quite there yet. Most...
7 Assets Wealthy Retirees Regret Owning
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=seven-wasted-assets-desc&utm_content=description Most retirees can afford these 7 purchases. That's not the problem. The problem is that a surprising number of them qui...
This Is When You Can FINALLY Stop Saving for Retirement
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=stop-saving-desc&utm_content=description Elon Musk thinks robots will make retirement savings obsolete. You probably didn't cancel your 401k over that quote, and that's...
Research Says You'll Die With More, Here’s Why You FEEL Behind
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=better-off-than-you-think-desc&utm_content=description If you feel behind on retirement, that feeling might be the best sign you're actually in good shape. It sounds ba...
The 'Borrow Until You Die' Strategy the IRS Doesn't Want You to Know
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=buy-borrow-die-desc&utm_content=description The wealthy have been using this strategy for decades, and most people have never heard of it. It's called Buy, Borrow, Die....
5 Money Habits That Feel Responsible — And Quietly Destroy Your Retirement
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=five-mistakes-destroy-wealth&utm_content=description Most people headed toward retirement think they're doing the right things. But some of the most damaging financial ...
Your Social Security Statement Isn't a Promise — It's Built on 3 Hidden Assumptions
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=ssa-desc&utm_content=description That number on your Social Security statement? It might not be what you actually receive. Most people treat their Social Security estim...
Vanguard Now Recommends Annuities — But is it the Right Move?
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=vanguard-study-desc&utm_content=description Vanguard just released a 51-page retirement income guide, and one recommendation inside it genuinely caught me off guard. Yo...