Coming Up on CNBC: Chris Kandas Shares Strategies for Retirement Planning and Wealth Preservation on Moving America Forward

PHOENIX - EntSun -- Chris Kandas, CFP®, APMA®, CEPA®, Financial Advisor and Managing Director with Kandas Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, will join retirement income expert Tom Hegna on Moving America Forward to discuss strategies designed to help individuals, families and business owners navigate complex financial decisions and prepare for the future.

Based in Phoenix, Arizona, Kandas brings a planning-centered approach to wealth management, emphasizing the importance of understanding each client's goals before recommending financial strategies. During the interview, he explains how a comprehensive financial plan can help clients evaluate major life decisions, compare potential outcomes and develop a roadmap aligned with their long-term objectives.

A key focus of the conversation is retirement tax planning, particularly Roth IRAs and Roth conversions. Kandas stresses that converting traditional retirement assets to Roth accounts is not a universal solution. Instead, he advocates evaluating each client's tax circumstances, time horizon, income needs and overall portfolio to determine whether a conversion makes financial sense.

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Kandas also discusses tax diversification and opportunities within employer-sponsored retirement plans, including the mega backdoor Roth strategy. He encourages investors to review their workplace plan provisions and understand which options may be available to help strengthen their long-term retirement strategies.

For retirees, the discussion explores a bucket-based approach to managing assets according to time horizon, risk tolerance and anticipated income needs. Kandas outlines how different financial instruments, including bonds, annuities and structured products, may serve distinct purposes within a broader retirement plan, depending on individual circumstances.

The interview also addresses estate planning considerations, charitable giving and the importance of preparing the next generation for wealth transfer. Kandas shares how coordinated family discussions and third-party trustee services may help families clarify responsibilities and reduce the potential for disputes. For business owners, he explains how establishing a retirement target and evaluating business value can help guide succession and exit-planning decisions.

As a second-generation financial planner, Kandas brings an intergenerational perspective to his work, helping clients consider not only their immediate financial needs but also the legacy they hope to leave behind.

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

The episode highlights an essential message: effective wealth management begins with understanding the individual, developing a comprehensive plan and evaluating strategies in the context of each client's goals.

The nationally televised interview is scheduled to air as sponsored programming on CNBC on Saturday, October 17, at 7:30 a.m. EST as part of an ongoing effort to promote financial awareness and retirement education across America.

For more information about Kandas Private Wealth Advisors, visit https://www.ameripriseadvisors.com/team/kandas-private-wealth-advisors/

Moving America Forward is a nationally televised program celebrating entrepreneurs, innovators and business leaders who are contributing to economic growth and helping individuals and organizations move toward a stronger future.