Latest Episodes
Episode 7
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November 11, 2022
Planning for the Decumulation Phase
When you’re planning for retirement, a lot of time and effort goes into saving and investing for your golden years. But do you know...
00:43:29
Episode 6
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November 04, 2022
How Much More are You Willing to Lose?
On this week’s show, Jeff asks the question “how much more are you willing to lose?” He takes a look at how rising interest...
00:42:50
Episode 5
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October 28, 2022
Making a Head Start on Your New Year’s Resolutions
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
Episode 4
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October 21, 2022
The Smart Retirement Plan: Smart Health and Smart Care
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 3
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October 14, 2022
The Smart Retirement Plan: Smart Review and Smart Income Streams
The Smart Retirement Plan Series continues as Jeff highlights the importance of scheduling a Smart Review of your finances. He also discusses how to...
00:43:00
Episode 2
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October 07, 2022
The Smart Retirement Plan: Vision, Inspection and Planning
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