
KB&P Podcast 27 - Quarterly Roundtable for the 4th Quarter of 2025
KB&P Podcast 27 - Quarterly Roundtable for the 4th Quarter of 2025

Hosted by KB&P Financial Partners · 🇺🇸 US · EN · 26 episodes
Established thought leaders with verified media credentials.
Welcome to the KB&P podcast that equips you with the knowledge and insights you need to take control of your financial future. Whether you're just starting your financial journey or looking to optimize your existing strategies, our seasoned financial advisors are here to guide you every step of the way.
KB&P Financial Partners hosts The KB&P Financial Partners Podcast, a business show with 26 episodes published.

KB&P Podcast 27 - Quarterly Roundtable for the 4th Quarter of 2025

Quarterly Roundtable for the 3rd Quarter of 2025

Quarterly Roundtable for the 2nd Quarter of 2025

Quarterly Roundtable for the 1st Quarter of 2025

Social Security Changes for 2025

KB&P Podcast 21 - Quarterly Roundtable 2024Q4

Our Quarterly Roundtable 2024 for the 3rd quarter covers the upcoming election, interest rates and more.

We discuss the Fed Interest rate cut in late 2024, its reasoning and impact for investors.

Scott, Eric and Andy provide their perspectives on the 2nd quarter of 2024.

Scott, Eric and Andy provide their perspectives on the 1st quarter of 2024.

In this episode, we cover Qualified Charitable Distributions (QCD) which can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of charitable contributions.

This episodes covers the 4th quarter of 2023 with Scott, Andy and Eric and their take on the overall conclusions of 2023.

There's lots of talk and buzz these days on social media on how to best transfer assets to your children. In this episode, Scott Krizner covers some of the things to take into consideration with transferring assets to yo

This episode goes over the details and nuances of converting a non-deductible IRA into a "Backdoor Roth."

A quick look at the tax changes and issues for 2024.

Confused about Medicare? KB&P's guest, Andy Stamas, is a Medicare expert and will walk you though the Ins and outs of Medicare.

Scott Krizner, Andy Barlow and Eric Powell will discuss the financial events and environment with analysis and conclusions for the 3rd quarter of 2023.

Scott Krizner, Andy Barlow and Eric Powell will discuss the financial events and environment with analysis and conclusions for the 2nd quarter of 2023.

Scott Krizner will discuss the phase of life when the fruits of investing and saving can be realized, addressing healthcare, income, wise spending, and passing your legacy on to your family and community.

Scott, Andy and Eric will cover the financial stories, events and analysis of the 1st quarter of 2023.
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The KB&P Financial Partners Podcast is hosted by KB&P Financial Partners. The show is categorised under business (investing) and has published 26 episodes.
The KB&P Financial Partners Podcast has published 26 episodes.
The KB&P Financial Partners Podcast regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of The KB&P Financial Partners Podcast average 18 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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