Frank Talk: Financial Clarity - From Acronyms to Action with Kevin Tostado '06

As a member of the Olin community, you probably encounter plenty of acronyms in your daily life -- CORe, SAC, R2, and SCOPE, to name a few ones that I think we're all familiar with.

But when it comes to personal finances, the alphabet soup can be even thicker: Roth IRA, 401(k)/403(b)/TSP, 1031, HELOC, VUL... the list goes on.

This Frank Talk will offer a welcoming space to unpack some of these financial terms, get your questions answered, and gain clarity on strategies that can help you plan for retirement and build a secure financial future. And if you’re already well along your path, we’ll explore ways to weave philanthropy into your financial planning to make an even greater impact.

About Kevin Tostado '06

Kevin Tostado (Class of '06) is a financial advisor and fiduciary with New York Life in San Diego, CA, where he provides holistic wealth-management, investment, insurance, and retirement solutions. Kevin was recognized last year by the National Association of Insurance and Financial Advisors (NAIFA) as one of the "4 Under 40" advisors in the US and has earned WMCP and FSCP designations from the American College of Financial Services. In his prior career, Kevin received three Emmy awards for his work producing and directing the documentary Under the Boardwalk: The MONOPOLY Story. Kevin draws on his creative and analytical strengths to help clients navigate complex financial decisions and design plans aligned with their life goals. Outside of work, Kevin is a father of three and very involved in community service and political advocacy.