Jay discusses the importance of redefining retirement as a time for purpose and joy rather than slowing down. He emphasizes the need for financial freedom through diversification and creating multiple income streams. The conversation also highlights the significance of having a written financial plan, managing debt, and understanding retirement accounts. Jay provides insights into long-term care planning and navigating market volatility, while stressing the value of professional guidance in retirement planning. He addresses common retirement questions, offering practical advice for listeners.
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