FIDUCIARY VOICES
  • Profiles
  • Articles
  • Videos
  • Podcasts
  • Contact

Videos

Educational Content for Consumers +
FinLit Interview Series with Fiduciary Advisors in the Hot Seat

Finding Serenity in Retirement with Ken Robinson: Fiduciary Voices #FinLit Series

11/29/2024

 
In this episode of Fiduciary Voices #FinLit Series, guest host Bob Veres sits down with Ken Robinson, Principal and Wealth Advisor at SAX Wealth Advisors. Together, they delve into the intersection of financial security and personal well-being, unpacking the keys to a joyful and fulfilling retirement.
Picture
Robinson describes his journey into financial planning and reflects on his involvement with organizations like ACP and NAPFA, imparts wisdom for young advisors, and shares transformative client stories that highlight the value of tailored guidance. From consolidating accounts to alleviate a widow's fears, to addressing the emotional hurdles of transitioning into retirement, Robinson emphasizes how sound planning extends beyond finances to support serenity and contentment.​
​
Learn how Robinson simplifies complex finances, creates reliable income plans, and empowers clients to embrace retirement with confidence and peace of mind. Perfect for financial professionals and anyone planning their next chapter.

Learn more about Ken Robinson and SAX Wealth Advisors at SAXWA.com.

Read More

    ABOUT

    Video content is provided by independent financial advisors and other professionals who are vetted by an editorial team.

    Categories

    All
    Alex Markowitz
    Alteri Wealth
    Amy Braun-Bostich
    Amy Hamasaki
    Aspyre Wealth Partners
    Astraea Wealth Management
    BayView Financial Planning
    Beth Watts
    Blue Chip Partners
    Bob Veres
    Bogart Wealth
    Braun-Bostich & Associates
    Buckingham Advisors
    Cara Macksoud
    Cassandra Kirby
    Charlie Lutz
    ClientFirst Wealth Management
    Colman Knight Advisory Group LLC
    Dan Seder
    Derrick Kinney
    Ed Mahaffy
    E-Motive Travels
    Fidato Wealth
    Fiduciary Standards
    Financial Avenues
    Financial Independence Planning LLC
    FinLit Series
    Gary Pia
    George Kinder
    Howard Lutz
    Inna Rivilis
    Intercontinental Wealth
    James Bogart
    Jared Keller
    Keen Wealth Advisors
    Ken Robinson
    Kevin Knull
    Knight Colman
    Knut Rostad
    Laura Corbiani
    Levitt Capital Management
    Lucas Bucl
    Lydia Sheckels
    Maria Hernandez Huerta
    Marissa Beyer
    Marla Chambers
    Matt Wilson
    Melinda McCubbin
    Meredith Briggs
    Michael Israel
    Michelle Gruber
    Mike Bisaro
    Mission Street Wealth Partners
    Money Habitudes
    Nicole Strbich
    Oak Wealth
    Rebekah Law
    Revolve Wealth Partners
    Robert Levitt
    Robert Rickey
    Robert Steinberg
    Roundtable Exit Interview
    Sam Brownell
    Sammy Rabbit's Money School
    Sam X Renick
    SAX Wealth Advisors
    Shehara Wooten
    Stacy Miller
    StraightLine
    Stratus Wealth Advisors
    Success For Advisors
    Sunflower Financial Planning
    Taconic Advisors
    Tax Status
    The Institute For The Fiduciary Standard
    Tom Malkoch
    Tony D'Amico
    Truman Wealth Advisors
    Wescott Financial Advisory Group
    Your Story Financial

HOME​
PROFILES
ARTICLES
VIDEOS
PODCASTS
CONTACT
Fiduciary Voices © January 1, 2024 - All rights reserved by Impact Communications, Inc.
  • Profiles
  • Articles
  • Videos
  • Podcasts
  • Contact