About this episode
In this inspiring episode, host Mike C-Roc welcomes Kevin Lao, the owner of Imagine Financial Security, a retirement-focused financial planning firm based in Florida. Kevin, also the host of The Planning for Retirement Podcast, shares his journey from growing up just outside Washington, D.C., to building his own successful business in Northeast Florida. Mike dives into Kevin's background, exploring his unique family dynamics, with a blend of Asian and European heritage, and how those diverse influences shaped Kevin's entrepreneurial spirit. As the owner of Imagine Financial Security, Kevin specializes in tax planning, retirement planning, investment management, and insurance, driven by a mission to make a multi-generational impact on his clients' lives. The episode delves into the pivotal moments that led Kevin to start his own firm during the challenging times of the 2020 pandemic. Kevin reflects on the corporate bureaucracy that fueled his decision, emphasizing the importance of building something impactful and fulfilling. Listeners will be captivated by Kevin's journey, from the emotional revelation during a movie night to the unexpected news of impending twins just days after resigning from his previous job. Join Mike and Kevin as they discuss the challenges and triumphs of entrepreneurship, the importance of staying true to one's mission, and the power of taking bold action to chase dreams and build legacies. Whether you're interested in financial planning or seeking inspiration to pursue your own path, this episode offers valuable insights and real-life experiences. Website: https://imaginefinancialsecurity.com/ Social Media Links/Handles: https://www.instagram.com/imaginefinancialsecurity/ https://www.linkedin.com/in/kevin-lao-cfp%C2%AE-ricp%C2%AE-4181a29/