Secured Retirement Financial Blog


We help individuals and families work toward achieving their ideal retirements.

Football and the 5-Star Plan

By Joseph Lucey | December 8, 2015 | 0 Comments

– 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…

Time to Sell the Pinto

By Joseph Lucey | December 8, 2015 | 0 Comments

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…

Investing in our community, one meal at a time

By Joseph Lucey | November 25, 2015 | 0 Comments

During this hectic time of year, it’s important to take a step back and reflect on what’s truly important. To us, the greatest investment we can make is to invest in our community. This holiday season, Secured Retirement Financial had the privilege of partnering with Second Harvest Heartland to provide 15,000 meals across St. Louis…

The Office, Giving and Gratitude

By Joseph Lucey | November 17, 2015 | 0 Comments

The holidays are coming, and I am reminded of the popular television series “The Office. In one episode, Michael Scott dropped an IPod into the Secret Santa pool, landing amongst packs of gum and pocket combs. Next, Creed tossed in an old shirt. The extremes wreaked havoc over the holiday spirit, and I recall that liquid…

Wild Cards

By Joseph Lucey | November 10, 2015 | 0 Comments

When playing poker, one can have a great hand the whole game, and assume they are in great shape. Suddenly, with one wild card, the player finds him or herself on the short end of the money. Sound familiar? It should because it’s similar to the recent changes to Social Security legislation.    With changes in…

Stay Ahead of the Curve

By Joseph Lucey | November 3, 2015 | 0 Comments

It’s World Series time and from my playing days, the best way to hit curve balls was to be in front of the pitch. That’s true in baseball and true when it comes to changes to Social Security. This week’s Secured Retirement Radio show covered the October 30th, 2015 legislative changes to Social Security from…

Secured Retirement Radio: The Golden Decade

By Joseph Lucey | October 20, 2015 | 0 Comments

Blog post written by Dale Decker If you are 59 ½ up to 70 ½, you are in the Golden Decade when everything you do relative to your retirement matters.    There is a long list of do’s and don’ts during this period. On Saturday’s Secured Retirement Radio Show, CFPs Joe Lucey and Derek Fautsch…

Planning For a Ticking Tax Time Bomb in Your Golden Decade

By Joseph Lucey | October 18, 2015 | 0 Comments

No one likes a tax surprise. But the tax man never sleeps. If you have been saving for years so you can enjoy a cozy retirement, be careful to sleep with one eye open. Unexpected taxes can leave you with less money for living expenses than you are anticipating during your golden decade. That is…

Secured Retirement Radio: Blackjack

By Joseph Lucey | October 6, 2015 | 0 Comments

Post written by Dale Decker In the first Austin Powers movie, the lead plays blackjack with Dr. Evil’s henchman, “Number 2.” Number 2, with x-ray vision, holds a 17, and scopes the next card as a 4. He hits for a 21 saying that he likes to live…dangerously. Austin Powers in turn then stays on…

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