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In this insightful episode, financial advisor and fiduciary Ken Hewitt, of Hewitt Planning Services shares his journey from wrestling mats in Nebraska to the frontlines of financial planning. Ken opens up about the pivotal moments that shaped his mission—from personal loss to professional integrity. He breaks down key concepts like fiduciary responsibility, Social Security optimization, Roth IRA conversions, and estate planning with warmth, humor, and clarity. Whether you're retiring soon or just starting out, this episode is packed with real-world scenarios and advice to help you build a secure and meaningful financial future.

In this episode, Ken Hewitt is joined by Samuel Stroud from SEI to explore how modern financial planning is evolving through institutional partnerships. SEI—managing over $1.6 trillion in assets—offers retail clients access to institutional-quality investment platforms with no minimums, giving everyday investors the same tools once reserved for the ultra-wealthy.

They discuss how to align investment strategies with client goals, the benefits of fee-based planning vs. commission-based brokers, how SEI supports retirement income without annuity limitations, and the power of active tax management. Whether you're an advisor or a client looking to better understand how professionals build smarter portfolios, this conversation delivers clarity and strategy.