The Key to a Successful Retirement

Visit www.RiseInRetirement.com to access all of the show's resources!
===
Today we will find out what you do when you find out you have a mediocre plan. See how Jarrett helped a couple, Doug and Janet.
===
Other Free Resources:
Retirement Tune-Up Financial Review: bit.ly/40efeXO
Connect With Us:
Facebook: / wasmithfingroup
TikTok: / wasmithfingroup
===
#retirementplanning #financialsecurity #retirementincome #socialsecurity #healthcarecosts #financialplanning #3bucketstrategy
DISCLAIMER: This video is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: wasmithfinanci...

[@davidfolts5893]

Thanks for your great content!

[@wasmithfingroup]

Glad you enjoy it!