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Plan to Plan


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On the January 30th show, Joe Lucey and Derek Fautsch talked about the value of overall retirement planning. 

When you start out on a trip, you often bring along a map or a GPS. Consider retirement in a similar way. When your journey begins as a retired worker, it is best to have a map or a plan to navigate things like income, taxes, and Social Security. These three key components should be analyzed to create a successful path to your retirement destination. It takes careful planning to help stretch income, reduce taxes and maximize Social Security.    Working with a plan helps makes retirement more successful and efficient and allows you to ride the waves of any future market fluctuations with confidence at the core of your retirement strategy.    

When taking your retirement trip have a strategy, use a map. Secured Retirement Financial offers free consultations and courses on retirement planning   

For a custom analysis on your schedule, we offer a 3 Step Review  or Social Security analysis. We are also offering comprehensive Retirement Elevated classes February 17th   and 24th and Saturday, February 27th. 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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