On this week’s show, we talk about the top concerns of American retirees. Jeff will also share a list of the best Healthy Habits of Happy Retirees. Finally, we test your financial knowledge with a game of Right or Wrong!

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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.

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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 Super Bowl? Don’t miss this week’s Inflation Demonstration.

Got questions about your retirement? Get in touch with us!

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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 Smart Care.

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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 “shocking” news about electricity prices!

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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 about “egg-celerating” prices at the grocery store.

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Are you paying too much for your retirement plan? This week, Jeff discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve.

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To Contact Jeff Holmes Directly, Visit Here

On this week’s show, Jeff talks about starting 2023 on the right financial footing. We start with a review of 2022 and share ways you can plan for the future in case we see another market downturn.

Plus, in our This Week in History segment, Jeff talks about the Yankees buying Babe Ruth from the Red Sox. How did that work out for each team? It turned out a lot better for the side that was thinking long-term, and the same goes for your finances!

Questions about retirement?

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