Tag: Estate Planning

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Tackling Estate Planning Myths with Greg Chilton (Ep.12)

Tackling Estate Planning Myths with Greg Chilton (Ep.12)

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How prepared are you for the unexpected? It doesn’t matter if you’re ultra-wealthy or have a humble estate; it’s time to prepare for whatever life throws at you.

Kevin Richardson sits down with Greg Chilton, a seasoned estate planning attorney, to uncover the essentials of preparing for life’s twists and turns. In a candid chat, Kevin and Greg delve into the nuances of estate planning – a subject often presumed elusive yet universally vital.

Greg shares insights into why everyone, regardless of perceived wealth, has an estate worth protecting. Together, they unpack the concepts of wills vs. living trusts, the intricacies of ‘pour-over wills,’ and much more, demystifying the process of securing your legacy to make sure your loved ones are cared for.

Key discussions include:

  • The fundamentals of what constitutes an estate
  • The roles of trusts and wills in estate planning
  • How to approach difficult decisions like guardianship
  • Tips for titling assets correctly within a trust
  • And more!

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Connect with Greg Chilton: 

About Our Guest: 

Greg Chilton was born in Sacramento, California, July 26, 1962; admitted to the bar, 1989, California; U.S. District Court, Northern, Eastern and Central Districts of California. Education: University of California, Davis (A.B., 1986); University of Santa Clara (J.D., 1989). Member: Monterey County Bar Association; State Bar of California. (Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Legal Specialization).

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Greg Chilton is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

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Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2)

Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2)

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Even if you have a solid investment strategy, are you giving the same attention to other aspects of your financial life, such as tax efficiency and estate planning? 

Join Kevin Richardson to explore the multifaceted approach he takes for clients of his firm, Tactical Wealth Management.

 From initial consultations to the intricacies of investment management, estate and tax planning, insurance planning, and the comprehensive scope of creating a financial game plan, follow along for insights on navigating your unique financial journey.

Kevin discusses: 

  • What it’s like to be a client of Tactical Wealth Management
  • The initial meeting process and its significance on your financial journey 
  • His approach to investment management and unique methods for evaluating portfolio risk
  • Estate planning essentials 
  • Ensuring your assets are correctly aligned with your goals
  • The critical role of tax planning in managing your finances efficiently
  • Insurance planning and how it has changed in recent decades
  • And more!

Resources:

Connect with Kevin Richardson: 

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

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From Football to Finance, Kevin Richardson’s Story (Ep. 1)

From Football to Finance, Kevin Richardson’s Story (Ep. 1)

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Have you ever wondered how former college athletes transition their passion for sports into everyday careers?

Introducing The View From The Inside Podcast! This inaugural episode is all about your host, Kevin Richardson from Tactical Wealth Management (Tac Wealth).

This week, Kevin shares the story of his growth from a sports-loving kid to a successful financial advisor. He recounts personal anecdotes, from his first stock purchase in seventh grade to lessons he learned on the sports field, and how these experiences shaped his approach to finance and client relationships. 

Follow along as Kevin navigates the value of understanding the intricacies of financial planning beyond mere investments, underscoring his commitment to a comprehensive approach that includes estate planning, tax strategy, insurance planning, and actionable financial planning. 

Kevin discusses: 

  • His upbringing and early interest in the stock market
  • His background in sports and how his Stanford football experience shaped his ideas off the field and into the world of finance
  • How volunteering in the community and broadcasting for San Jose State University made him a better advisor
  • The building of Tactical Wealth Management and his mission to offer more creative and proactive service to clients
  • And more!

Connect with Kevin Richardson: 

About Your Host:

Kevin Richardson is a CERTIFIED FINANCIAL PLANNER™ certificant and Chartered Retirement Planning Counselor® whose mission is to see his clients secure in their financial future.

As a registered representative of LPL Financial, Kevin provides independent personalized advice with a wide range of investment products and relationships with many different financial entities. He works strictly on your behalf. Trusted financial advice, investment education, and market insight are valuable components of the client relationship. Kevin takes a disciplined approach to help preserve your assets despite volatility in the market while striving for growth and working towards long-term financial health. Kevin’s commitment allows him to stay focused on the task at hand: your financial well-being.

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

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