The Smart Retirement Plan Series continues as Jeff highlights the importance of scheduling a Smart Review of your finances. He also discusses how to set yourself up for success with Smart Income Streams for your retirement years.
Is your money safe and protected from loss? Are fees eating away at your savings?
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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 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