On this week’s show, it’s all about being smart with your retirement plan. Jeff breaks it down to the basics as he discusses what a Smart Retirement Plan is, and goes through its first three elements: Smart Vision, Smart Inspection and Smart Planning. Plus, Jeff talks about “egg-celerating” prices at the grocery store.
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Episode 16
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February 03, 2023
New legislation passed late last year called the “SECURE Act 2.0”. It could have a big impact on your retirement planning and it’s not...
00:43:29
Episode 17
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February 10, 2023
Do you need a “Smart Review” of your retirement plans? Chances are the answer is yes. Jeff will walk you through what that means....
00:43:06
Episode 5
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October 28, 2022
With November elections on the horizon, Jeff explains why it’s not too early to start planning for 2023. Plus, we discuss some strategies to...
00:42:50