EPISODES
You can watch all the installments of Rest Assured Retirement with Jeff Holmes right here on this page. Start with a topic you want to learn more about, and let us know what subjects you would like to see covered next!
Helping You Make Smart Adjustments to Your Retirement Plans
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 or visit our website to schedule your free, no-obligation consultation, and find out how much you could save today....
Following These Rules Will Make or Break Your Retirement
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 some basic rules to follow that will make your retirement years much more enjoyable. Finally, how much are tickets to the...
What the Secure Act 2.0 Means for Your Retirement
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. Jeff will break down the details. Then, the Smart Retirement Plan series continues with a look at Smart Health and...
Balancing Risk and Safety, Plus Smart Tax Strategies for Your Retirement
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 different aspects of a Smart Retirement Plan. We also discuss Smart Safe and Smart Tax strategies. Plus, there’s some...
The Most Important Question You Should Be Asking Yourself About Retirement
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 Plan is, and goes through its first three elements: Smart Vision, Smart Inspection and Smart Planning. Plus, Jeff talks...
Jump Start the New Year with Our Financial Checklist
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 the new year. We also take a look at how inflation has affected the 12 Days of Christmas. Is your money safe and...
Has Your 401k Disappointed in 2022?
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 couldn’t be moved around without a hefty penalty? Think again! Jeff will explain how it’s done. He also presents some...
How to Take Control of Your Money in 2023
On this week’s show, Jeff has some New Year’s Resolutions for your financial health that he can help you keep! He also talks about how to pay off your mortgage so you can save more for retirement, and the importance of not overlooking life insurance as a part of your...
Get Back to the Basics with Your Retirement Plan
Jeff explains how a bond replacement is a simple way to improve your retirement plan. We also play “Right or Wrong” and talk about why cryptocurrency has been in the news this month. Is your money safe and protected from loss? Are fees dragging down your savings? Book...