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Getting From Point A to Point B


On the January 23rd show, Joe Lucey and Derek Fautsch talked in part about recent market fluctuations and retirement planning.  broker_4.jpg

As one approaches or is in retirement, stock market declines can be of concern because income and assets are more fixed than in past years. A drop in the market sets off waves of concern which illustrates the value of planning vs. reacting.   

Whether it’s travelling, in business or simply managing your weekly schedule, planning helps makes each process more effective and efficient. This is true in retirement. Having a cohesive plan will maximize retirement income and reduce taxes while allowing you to breathe easier through market fluctuations.  

When taking a trip, use a map.  When retiring, have a plan.  

Secured Retirement Financial offers courses and free consultations that help plan your journey. We are offering comprehensive Retirement Elevated classes February 17th   and 24th and Saturday, February 27th.   Or schedule a   3 Step Review or Social Security analysis with us. For a complementary consultation or to attend a class call us at 952-460-3260. 

Click Here to listen to Joe Lucey’s Podcast of this week’s radio series.

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