Owen Hill - The Lynd Group

Retirement shouldn't feel like stepping into the unknown—but for most people, it does.

In this episode of Caddo Convos, Owen Hill of The Lynd Group shares how proactive planning can transform retirement from a stressful leap into a confident transition. From Social Security timing to estate planning, Owen breaks down how a simple, structured approach can eliminate uncertainty—even in volatile markets.

If you've ever wondered whether you're truly prepared for retirement… this conversation is your wake-up call—and your roadmap.

Contact:

https://www.thelyndgroup.com/

https://www.youtube.com/@thelyndgroup

Top 5 Takeaways

Retirement without a plan is the norm—not the exception: ~70% of people lack estate planning, and many enter retirement without a clear income strategy.
The Lynd Group's "one-stop shop" approach covers Social Security, Medicare, investments, income planning, and estate coordination—simplifying a complex process.
A proven 3-step process (Discovery → Base Case → Implementation) helps clients reduce stress and navigate uncertain markets with confidence.
Education-first seminars provide real value—attendees often implement strategies years before becoming clients.
Relationship over scale: A family-run firm focused on personal connections—not becoming the biggest, but the most trusted advisor.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Frisco at the Westridge location of Caddo Offices Reimagined.

https://caddooffices.com/

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(103)

David Porter, PhD - The Red Dot Group

In this episode of Caddo Convos, host Buddy Broyles welcomes David Porter, PhD, founder of The Red Dot Group, to discuss executive development and unlocking the next gear in leadership . Drawing from ...

8 Loka 21min

Ethan Leifer - Novum Real Estate

In this episode of Caddo Convos, host Buddy Broyles welcomes Ethan Leifer, founder of Novum Real Estate, who recently relocated from New York City to Prosper, Texas . Bringing a luxury standard forged...

1 Loka 14min

Celeste Vazquez - Stonewater Financial Group

In this episode of Caddo Convos, host Buddy Broyles welcomes Celeste Vazquez, Financial Advisor with Stonewater Financial Group in Prosper, Texas . Celeste shares her personal journey from navigating ...

24 Syys 13min

Candace Ford -- Kimball Ridge Advisory Services

In this episode of Caddo Convos, host Buddy Broyles welcomes Candace Ford, founder of Kimball Ridge Advisory Services . With over 26 years of accounting experience, Candace shares how her firm suppor...

17 Syys 14min

Tuba Fidan - Compassion Heals Counseling

In this episode of Caddo Convos, host Buddy Broyles welcomes Tuba Fidan, LPC, and founder of Compassion Heals Counseling . Tuba shares her inspiring journey from working as a school counselor in Turk...

3 Syys 16min

Misty Koehn - Eye-LLURE

In this episode of Caddo Convos, host Buddy Broyles welcomes 14-year industry veteran Misty Koehn, owner of Eye-LLURE, an exclusive eyelash extension studio based in Allen, Texas . Misty breaks down ...

27 Elo 20min

Scott Cole - ColeLab

In this episode of Caddo Convos, host Scott Cole interviews marketing veteran Scott Cole, founder of ColeLab (colelab.ai), about how small businesses can harness AI to stop losing leads and drive real...

20 Elo 25min

Scott Vowinkle - Community Impact

In this episode of Caddo Convos, host Buddy Broyles welcomes Scott Vowinkle from Community Impact to explore how hyper-local news is redefining community engagement and local business advertising acro...

13 Elo 15min