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 of Happy Retirees. Fi...
Helping You Make Smart Adjustments to Your Retirement Plans
Feb 17 2023 • 00:42:50
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 basis. Call...
Following These Rules Will Make or Break Your Retirement
Feb 10 2023 • 00:43:06
Do you need a “Smart Review” of your retirement plans? Chances are the answer is yes. Jeff will walk you through what that means. Plus, we discuss som...
What the Secure Act 2.0 Means for Your Retirement
Feb 03 2023 • 00:43:29
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. J...
Balancing Risk and Safety, Plus Smart Tax Strategies for Your Retirement
Jan 27 2023 • 00:43:06
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 at differe...
The Most Important Question You Should Be Asking Yourself About Retirement
Jan 20 2023 • 00:43:03
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 a Smart Retirement P...
How to Delete Taxes, Fees and Expenses from Your Retirement Plan
Jan 13 2023 • 00:42:50
Are you paying too much for your retirement plan? This week, Jeff discusses some strategies for eliminating unnecessary fees, taxes and expenses so yo...
How to Start 2023 on the Right Foot
Jan 06 2023 • 00:42:50
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 you can plan for the...
Jump Start the New Year with Our Financial Checklist
Dec 21 2022 • 00:43:13
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 for th...
Has Your 401k Disappointed in 2022?
Dec 09 2022 • 00:42:50
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 ...
