Coming Up on Bloomberg: Chris Kandas Tackles the New Rules of Retirement and Wealth Preservation as Families Face an Uncertain Financial Future

NEW YORK - EntSun -- In an era of economic uncertainty, changing tax laws and growing concerns about outliving retirement savings, making the right financial decisions has never been more important. On an upcoming episode of Moving America Forward, airing as sponsored programming on Bloomberg, Chris Kandas, CFP®, APMA®, CEPA®, Managing Director and Financial Advisor with Kandas Private Wealth Advisors, joins nationally recognized retirement expert Tom Hegna to examine the strategies helping individuals, families and business owners protect, grow and preserve their wealth.

Based in Phoenix, Arizona, Kandas brings a unique perspective to wealth management. He is carrying forward a family-founded financial advisory practice established by his father, Wayne Kandas, while bringing his own experience and modern planning strategies to the next generation of clients.

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The interview tackles some of the most pressing financial questions facing Americans today: How can retirees create dependable income while managing taxes? Are investors taking advantage of opportunities for tax-free retirement savings? And what can families do now to protect their wealth for the generations that follow?

Kandas explores Roth conversions, tax diversification, mega backdoor Roth strategies and retirement income planning, emphasizing that successful financial planning requires more than investment performance. It demands a coordinated strategy that considers taxes, income needs, risk tolerance and long-term objectives.

The discussion also examines how bucket-based retirement strategies can help align assets with different time horizons and income needs. Beyond retirement, Kandas addresses estate planning, charitable giving, business succession and the increasingly important challenge of transferring wealth efficiently to future generations.

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His philosophy reflects a central message: building wealth is only part of the equation. Protecting it, putting it to work and creating a meaningful legacy require thoughtful planning.

Kandas Private Wealth Advisors has been recognized in Forbes' Best-in-State Wealth Management Teams rankings for 2023, 2024, 2025 and 2026, according to information provided for the interview.

The interview airs Saturday, November 21, at 4:30 p.m. Eastern on Bloomberg as part of Moving America Forward, a national television series showcasing the business leaders, financial professionals and innovators shaping America's future.

Watch a preview of the interview:
https://www.youtube.com/watch?v=KyzxoItudaU



For more information, visit Kandas Private Wealth Advisors.