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Archive for December 2015

Defining Terms, Defining Moments

This past Saturday, Joe Lucey and Derek Fautsch covered the federal interest rate increase, recent changes to Social Security, holiday gift giving and more on our radio show. During the program, some familiar and not-so-familiar financial terms were used.  Retirement, finance, and especially Social Security are full of phrases we understand to a varying degree. Take Social Security…

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Football and the 5-Star Plan

– Renowned retirement expert Ed Slott was a guest with Joe Lucey on Secured Retirement Radio Saturday, December 5th, ,2015. Ed spent time talking about retirement in the context of football. He encouraged listeners to think of retirement as the 2nd half of a game. You’ve accumulated points in the first half and during the…

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Time to Sell the Pinto

Think of retirement planning as akin to replacing an old trusty vehicle, only in this case, you’ve been driving the current one for 30 years.  Your financial plan has served you well and helped you save for retirement. From the days of your education, through early jobs, throughout the span of your eventual career you’ve…

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