Are you paying too much for your retirement plan? This week, Jeff discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve.
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Episode 2
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October 07, 2022
Jeff Holmes begins the Smart Retirement Plan series by explaining the importance of having a clear vision for your retirement. Once your goals are...
00:42:50
Episode 11
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December 21, 2022
Jeff looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as you make preparations...
00:43:13
Episode 3
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October 14, 2022
The Smart Retirement Plan Series continues as Jeff highlights the importance of scheduling a Smart Review of your finances. He also discusses how to...
00:43:00