Shifting Gears: Principles and Myths in Coordination and Distribution of Assets

Kevin Boda '03

Presented on: Wednesday, February 5th 2025 at 12:00 PM EST


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See the video on the Alumni Association's YouTube channel.

How can you best cope with planned and unplanned income changes throughout your lifetime?  Kevin Boda '03 will present an overview of considerations and strategies to help navigate these situations. He will cover the major differences between asset accumulation and distribution phases, challenge popular myths you may have heard, and illustrate ways to achieve confidence and resilience navigating your personal financial journey with a higher rate of success. Besides a better understanding of concepts and tools that you can employ during and beyond traditional working years, you will learn the most critical steps to take in the short term.

Boda joined the Wealth Advisory Group (WAG) after spending the first leg of his financial career in risk management at large financial institutions. He recognized how fulfilling it would be to leverage that, along with other experiences, in a client-oriented role. He enjoys helping clients expand their financial toolkit, develop confident knowledge and consider the benefit a risk management perspective can play toward organizing and improving their financial lives. He strives to deliver high-quality service in a field where the trend has increasingly been toward automation, commoditization and one-size-fits-all advice that often falls short of what is needed.

Boda grew up in the New York City suburbs and resides in Manhattan with his long-term partner, Jane. In his leisure time, he has enjoyed riding motorcycles on the racetrack, as well as supporting racers in the MotoAmerica series in various capacities including Team Principal. When the weather turns colder, he relishes the opportunities to ski and snowboard.

The views expressed by presenters are their own and their appearance in a program does not imply an endorsement of them or any entity they represent. Reference to any specific product or entity does not constitute an endorsement or recommendation by Binghamton University.