Latest Episodes
Episode 19
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February 24, 2023
Addressing the Top Concerns of American Retirees
On this week’s show, we talk about the top concerns of American retirees. Jeff will also share a list of the best Healthy Habits...
00:42:50
Episode 18
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February 17, 2023
Helping You Make Smart Adjustments to Your Retirement Plans
Even if you already have a retirement plan in place, it’s important to have it reviewed and checked for necessary adjustments on an annual...
00:42:50
Episode 17
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February 10, 2023
Following These Rules Will Make or Break Your Retirement
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 16
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February 03, 2023
What the Secure Act 2.0 Means for Your Retirement
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 15
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January 27, 2023
Balancing Risk and Safety, Plus Smart Tax Strategies for Your Retirement
Do you know all the risks you should consider when planning for retirement? That’s a key question to ask yourself as Jeff continues looking...
00:43:06
Episode 14
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January 20, 2023
The Most Important Question You Should Be Asking Yourself About Retirement
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...
00:43:03