EPISODES

When you’re planning for retirement, a lot of time and effort goes into saving and investing for your golden years. But do you know what happens when you call it quits at work? That’s when the “decumulation phase” kicks in. This week, Jeff talks about the importance...

On this week’s show, Jeff asks the question “how much more are you willing to lose?” He takes a look at how rising interest rates and market volatility are affecting retirement plans. Jeff also explains how we recently helped one couple go from being good savers to...

With November elections on the horizon, Jeff explains why it’s not too early to start planning for 2023. Plus, we discuss some strategies to eliminate your income gap, and take a look at the new IRS tax brackets to see how they could affect you next year. Is your...

Medicare’s Annual Enrollment Period (AEP) is here! On this week’s show, Jeff shares everything you need to know to make sense of the complex options you have for your healthcare plan. Plus, the Smart Retirement Plan Series continues with a closer look at Smart Heath...

The Smart Retirement Plan Series continues as Jeff highlights the importance of scheduling a Smart Review of your finances. He also discusses how to set yourself up for success with Smart Income Streams for your retirement years. Is your money safe and protected from...

Jeff Holmes begins the Smart Retirement Plan series by explaining the importance of having a clear vision for your retirement. Once your goals are clear, an inspection of your financial situation helps Jeff assemble the ideal plan for your future. Is your money safe...

In this debut episode of Rest Assured Retirement, Jeff details a list of five important things to own during retirement. He also explains some important rules of thumb for managing money during your golden years. Is your money safe and protected from loss? Are fees...