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Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Kinetic Wealth

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Kinetic Wealth

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Skee Orr began his finance career in early 2012 and has since served many individuals and organizations as their trusted advisor.

Where Money Meets Stewardship | Skee Orr, CFP®, AIF®, ATP | People-Focused Fiduciary Guide for Your Journey | Investment Adviser Registered in TN
www.kineticwealthplanning.com
Call or Text 865-288-8904 Having a long family lineage of educators, he naturally has a passion for teaching and helping others. An interest in finance early in life led him to attain his Bachelor of Science in Business Administration degree focused in Financial Planning and Economics from Western Carolina University in 2010. After college, Skee served as Senior Financial Services Officer at a prominent credit union in his home state of North Carolina. He moved to East Tennessee in 2016 and has built strong relationships with individuals, families, and organizations, managing over $100,000,000 for many of them. One Knoxville non-profit organization he advised was recognized as one of four Plan Sponsor of the Year nominees in a well-known national publication in 2024. He holds designations of CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer. Skee enjoys serving his community through several organizations in the Greater Knoxville Area.

10/26/2026

💡 Most people think of financial planning as something you do once and put away.

The truth is, it works more like a compass than a map.

A map tells you exactly where to go. A compass helps you find your direction no matter where life takes you.

Your financial plan should do the same thing. As your life changes, your plan should move with you, keeping you pointed toward what matters most.

That is what we do at Kinetic Wealth. Not rigid formulas, just clear guidance tailored to you.

10/22/2026

There's something about fall in East Tennessee that just slows you down in the best way. The color on the ridgelines, the cooler mornings, the urge to stop and actually notice things.

It's a good reminder that the best seasons of life rarely just happen to us. They're the result of preparation, patience, and paying attention along the way.

The same is true with your finances. The people who reach a place of real peace and freedom usually got there because someone helped them plan ahead, stay steady through the uncertain seasons, and keep their eyes on what matters most.

If you've been meaning to take a closer look at where you stand financially, fall is a great time to start. We'd love to help.

10/19/2026

We enjoyed spending a few days in Atlanta attending the NAPFA Fall Conference!

Opportunities like these allow us to continue learning, connecting with other professionals, and bringing fresh perspectives back to the families we serve.

We’re grateful to be part of a community that continues to challenge us to grow and get better at what we do!

As a member of NAPFA’s South Region Board, Skee is proud to be involved with an organization that shares our commitment to fee-only, fiduciary financial planning and putting clients first.

10/15/2026

We are excited to take Kinetic Wealth to Atlanta for the Fall NAPFA Conference this week!

NAPFA is the National Association of Personal Financial Advisors on a mission to be financial advisors with an unwavering commitment to the Fee-Only, fiduciary standard and our clients’ financial well-being.

One of our founders, Skee Orr, CFP®, AIF®, ATP, is honored to serve on the NAPFA South Region Board of Directors.

While we will not be in our Knoxville office Thursday and Friday of this week, we are still available if you need us! Please call, text, or email us when you need us.

Here’s to pushing our industry forward and serving clients better!

10/09/2026

Roth vs. Traditional 401(k)

The question isn't which one is better. A better question is: which one is better for you, right now?

Here's the primary tradeoff:
• Traditional 401(k): You defer taxes today; you pay them later
• Roth 401(k): You pay taxes today, and your money grows tax-free for retirement

The tax math favors Roth when your tax rate today is lower than it will be in retirement. The tax math favors Traditional when your tax rate today is higher than in future years.

That may sound simple, but many people may underestimate how much their income (and tax rate) will grow over time. Others may overestimate how low their retirement withdrawals or retirement taxable income will be.

A few things that push toward Roth: ✅ You're early in your career ✅ Your income is expected to grow significantly ✅ You want tax diversification in retirement ✅ You're concerned about future tax rates rising

A few things that push toward Traditional: ✅ You're in your peak earning years ✅ You expect lower retirement income ✅ You want to reduce your taxable income now

The best strategy for most people? Both - at the right ratio and timing for your situation. That's the kind of planning that increases flexibility and has the potential to reduce lifetime taxes.

Read our white paper on this subject here:

https://www.kineticwealthplanning.com/wp-content/uploads/Beyond-Deferral-Kinetic-Gift-of-Lifetime-Tax-Planning.pdf

10/06/2026

Our Second Annual Client Appreciation Event was this past weekend and it did not disappoint. It was filled with good food, live music from Cole Sitzlar, UT Football and some of the people who mean the most to us.

A huge thank you to one of our clients for smoking the pulled pork, brisket, and chicken for the entire group. So many of our clients are still talking about how good it was!

It was especially meaningful to recognize some of our very first clients who believed in us from the beginning. Your trust and support have meant more to us than you know, and we’ll never take it for granted. 🙏

We’re so grateful for our Kinetic Wealth family!

10/03/2026

Just a reminder that our Kinetic Wealth Client Appreciation Event is happening TODAY from 4–8 PM at McFee Park in Farragut!

Come stop by, bring the family, and stay for a little while or hang out with us all evening! We’ll have BBQ, drinks, live music, UT football, games for the kids, and plenty of fun as we celebrate and thank the wonderful people who make Kinetic Wealth what it is. 🧡🏈

And don’t worry about the weather! We are happening rain or shine! ☔️🌤️ We’ll be under the pavilion and ready to have a great time.

We’d love to see you there!

09/22/2026

~ When To Claim Social Security ~

Some people treat Social Security like a checkbox - "I'm eligible, so I'll take it,” or “I retired, so I’ll take it.”

But the timing decision is a crucial financial choice:

• You can claim as early as age 62, but your benefit and subsequent spousal benefits are permanently reduced
• Every year you delay between age 62 and 70, your monthly benefit grows by as much as 8%
• Delay until 70 and you could receive significantly more per month and potentially more in total over your lifetime

The break-even age is often around 78–82. If you live past that, waiting generally provides more total benefits. If health is a concern, claiming earlier may make more sense.

And don't forget spousal benefits. A higher-earning spouse delaying can significantly increase the total benefits both spouses receive over their combined lifetimes.

There's no universal right answer. But there's almost always a better answer, and it starts with running the numbers for your specific situation.

09/15/2026

What Is Sequence-of-Return Risk?

Two people retire with the same average investment return over the last 20 years. One runs out of money. One doesn't.

How? Sequence-of-return risk.

It's not just what returns you get, it's when you get them.

A major market downturn early in retirement can force you to sell investments at depressed prices to cover living expenses. That means fewer shares are left to recover when the market bounces back.

The same downturn at age 45 is painful but recoverable. You're still contributing, still accumulating, and you carefully ride it out.

At age 62, this downturn in an overly risky portfolio can permanently alter your financial plan.

What helps manage it:

• Maintaining 1–2 years of expenses in cash or short-term bonds so you're not forced to sell equities in a down market

• A thoughtful allocation and management approach that reflects precisely where you are in your journey, not just your risk tolerance

• A written plan that accounts for bad-sequence scenarios before they happen
The market will have bad years. An important goal of financial planning is to make sure a bad year at the wrong time doesn't become a permanent problem.

09/11/2026

Today, we pause to remember the lives lost, the families forever changed, and the heroes who showed incredible courage on September 11, 2001.

We honor their sacrifice and will always remember the strength and unity that followed.

We remember. We honor. We will never forget.

Address

10805 Kingston Pike, Suite 130
Knoxville, TN
37934

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Website

http://www.kineticwealthplanning.com/

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