As Retirement and Tax Challenges Grow, Phoenix Financial Advisor Chris Kandas Brings a New Generation of Wealth Management to Bloomberg

PHOENIX - EntSun -- For many Americans, accumulating wealth is no longer the only financial challenge. Turning those assets into sustainable retirement income, navigating an evolving tax environment and ensuring wealth reaches the next generation have become equally important priorities. Phoenix financial advisor Chris Kandas believes the answer begins with a more comprehensive approach to financial planning.

Kandas, CFP®, APMA®, CEPA®, Managing Director and Financial Advisor with Kandas Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, will bring that perspective to a national television audience when he appears with retirement income expert Tom Hegna on Moving America Forward, airing Saturday, November 21, at 4:30 p.m. Eastern on Bloomberg.

The appearance highlights the changing demands placed on today's financial professionals as clients face increasingly complex decisions about retirement, taxes, investments and legacy planning.

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For Kandas, those responsibilities are also personal. He is continuing a family business established by his father, Wayne Kandas, who built the advisory practice through years of client relationships, personal outreach and a commitment to helping families make informed financial decisions. As his father approaches retirement, Chris is building on that foundation while guiding the firm into its next chapter.

During the Bloomberg interview, Kandas explores strategies designed to help clients make their financial resources work more effectively. Among the subjects are Roth conversions, tax diversification, mega backdoor Roth strategies and approaches to creating retirement income.

He also discusses the importance of matching financial assets to specific goals and time horizons through bucket-based planning strategies, rather than relying on a one-size-fits-all investment approach.

The conversation extends to issues that increasingly affect business owners and affluent families alike, including succession planning, estate strategies, charitable giving and intergenerational wealth transfers.

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As trillions of dollars in wealth are expected to pass between generations in the coming decades, preparing heirs and establishing a thoughtful transfer strategy are becoming essential parts of long-term financial planning.

Kandas Private Wealth Advisors has received recognition in Forbes' Best-in-State Wealth Management Teams rankings for four consecutive years, 2023 through 2026, according to information provided for the interview.

The Bloomberg appearance is part of Moving America Forward, a national television series featuring business leaders, entrepreneurs and industry professionals whose work is influencing the future of their respective fields.

View the interview preview: https://www.youtube.com/watch?v=KyzxoItudaU



Learn more about Kandas Private Wealth Advisors at https://www.ameripriseadvisors.com/team/kandas-private-wealth-advisors/.