Latest Episodes
Episode 13
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January 13, 2023
How to Delete Taxes, Fees and Expenses from Your Retirement Plan
Are you paying too much for your retirement plan? This week, Jeff discusses some strategies for eliminating unnecessary fees, taxes and expenses so you...
00:42:50
Episode 12
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January 06, 2023
How to Start 2023 on the Right Foot
On this week’s show, Jeff talks about starting 2023 on the right financial footing. We start with a review of 2022 and share ways...
00:42:50
Episode 11
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December 21, 2022
Jump Start the New Year with Our Financial Checklist
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 10
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December 09, 2022
Has Your 401k Disappointed in 2022?
On this week’s episode of Rest Assured Retirement, Jeff talks about the importance of checking-in on your 401(k). Did you think your retirement funds...
00:42:50
Episode 9
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December 02, 2022
How to Take Control of Your Money in 2023
On this week’s show, Jeff has some New Year’s Resolutions for your financial health that he can help you keep! He also talks about...
00:43:42
Episode 8
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November 18, 2022
Get Back to the Basics with Your Retirement Plan
Jeff explains how a bond replacement is a simple way to improve your retirement plan. We also play “Right or Wrong” and talk about...
00:43:07