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Kevin Lum, CFP®
148,000 Subscribers
Claim Now or Delay? Use This 5-Step Social Security Test
Kevin Lum, CFP®
Did you save too much?
Kevin Lum, CFP®
Why Retirees With $1M Actually End Up With $5M
Kevin Lum, CFP®
Roth Conversions Just Got UGLY (Tricky) Under the Beautiful
Kevin Lum, CFP®
Double Your 401K Before AI Takes Your Job (5-Year Plan)
Kevin Lum, CFP®
One Cost to Cut in Retirement
Kevin Lum, CFP®
Trump Signs Tax Bill: 88% Pay $0 on Social Security?
Kevin Lum, CFP®
The Hidden Financial Risk Most Families Don’t See Coming
Kevin Lum, CFP®
4 Things To Know If You're Retiring With A Pension
Kevin Lum, CFP®
STOP: 5 Beginner Retirement Mistakes Everyone Makes
Kevin Lum, CFP®
If I Wanted to Retire Well, This is What I'd Do in 2025
Kevin Lum, CFP®
Retirees Spend 80% of Their Income in These 5 Areas! How do
Kevin Lum, CFP®
Sell These 5 Things BEFORE Retiring
Kevin Lum, CFP®
Should You Pay Off Your Mortgage or Invest The Money Instead
Kevin Lum, CFP®
RETIREMENT: One Question Makes All the Difference
Kevin Lum, CFP®
Buy These 5 Things BEFORE You RETIRE
Kevin Lum, CFP®
Why Smart Investors Lose Money (The Emotion Trap)
Kevin Lum, CFP®
ONE Number CHANGES Everything— EVERYONE Gets It Wrong
Kevin Lum, CFP®
Market Crash - What You NEED To Know!
Kevin Lum, CFP®
RETIREE Wealth JUMPS by 33%! How do you compare?
Kevin Lum, CFP®
Avoid this BIG ROTH Mistake - Roth IRA 5 Year Rule Explained
Kevin Lum, CFP®
Worried About a Market Crash? Do THIS Before It’s Too Late
Kevin Lum, CFP®
What Order Should You Invest Your Money? A CFP® Explains
Kevin Lum, CFP®
87% Of People Get These 3 Retirement Topics WRONG — Test You
Kevin Lum, CFP®
Retirement Lies | Real Case Study Proves You Need WAY Less T
Kevin Lum, CFP®
The Truth Revealed: Can Elon Musk and Trump ACTUALLY End Soc
Kevin Lum, CFP®
The ROTH Conversion TRAP That Destroyed $1M in Tax-Free Weal
Kevin Lum, CFP®
6 Essential Steps Before You Retire - Don't Miss These!
Kevin Lum, CFP®
ALARMING Market Signal! Should You PANIC?
Kevin Lum, CFP®
7 Critical Disaster Prep Steps You Need To Do NOW
Kevin Lum, CFP®
I QUIT Traditional Retirement Planning and You Should TOO!
Kevin Lum, CFP®
Once I Learned THIS, Market Crashes Stopped Scaring Me
Kevin Lum, CFP®
New Bill Increases Social Security Benefit for Millions - bu
Kevin Lum, CFP®
Do THIS Now: Seven Year-End Tax Secrets That Could Save $$$
Kevin Lum, CFP®
The 7 MOST IMPORTANT Things to Own in Retirement
Kevin Lum, CFP®
WORRIED about RETIRING? - Talk To These People First
Kevin Lum, CFP®
6 types of income not taxed in retirement.
Kevin Lum, CFP®
Trump Won. How will it impact your financial future? A CFP e
Kevin Lum, CFP®
If you’re in your 50s or 60s — 5 CRITICAL financial moves.
Kevin Lum, CFP®
4 Uncomfortable Retirement Truths You Need To Hear
Kevin Lum, CFP®
How Long Until Your Roth Conversion Pays Off? You might be s
Kevin Lum, CFP®
Your Retirement Plan Is Missing a CRUCIAL Element
Kevin Lum, CFP®
7 Essential Accounts You Can't Afford to Ignore
Kevin Lum, CFP®
80% of Retirees Make This Mistake - It's Easy to Avoid
Kevin Lum, CFP®
This Will Change How You View Annuities Forever
Kevin Lum, CFP®
The Most UNDERRATED Account to Minimize TAXES in Retirement
Kevin Lum, CFP®
3 Social Security Mistakes EVERYONE Makes (Real World Exampl
Kevin Lum, CFP®