Jay Dorso focuses on the complexities of retirement planning and emphasizes the importance of simplifying the process. Jay discusses how aligning retirement plans with one's life and values can make the planning process more manageable. He highlights the necessity of taking it step by step and acknowledges that retirement planning is a significant undertaking that requires careful consideration and a structured approach.
Reach Jay at 800-351-8836.

Mastering Retirement Tax Strategies
54:20

Understanding Annuities: The Good, The Bad, and The Options
54:26

Avoiding Retirement Pitfalls
51:48