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 all bad news. Jeff will break down the details. Then, the Smart Retirement Plan series continues with a look at Smart Health and Smart Care.
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Episode 4
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October 21, 2022
Medicare’s Annual Enrollment Period (AEP) is here! On this week’s show, Jeff shares everything you need to know to make sense of the complex...
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 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