As we approach the end of the year, are there specific things we should be doing now to have a better 2020? Why it’s important to be proactive not reactive, when you should meet with your accountant and the most overlooked opportunities that Steve see’s and how he can help you avoid making this same mistake. Experience is priceless, with 32 years of experience, Steve’s successful strategies and resources, he can help you reach your retirement goals.

The Social Security Strategy You’ve Heard About… but Don’t Actually Understand
16:43

The Lobster Story That Reveals a Retirement Truth
13:15

The Hidden Mistake in Most Retirement Plans—and How to Avoid It
15:48