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Getting From Point A to Point B

On the January 23rd show, Joe Lucey and Derek Fautsch talked in part about recent market fluctuations and retirement planning.

As one approaches or is in retirement, stock market declines can be of concern because income and assets are more fixed than in past years. A drop in the market sets off waves of concern which illustrates the value of planning vs. reacting.

Whether it’s travelling, in business or simply managing your weekly schedule, planning helps makes each process more effective and efficient. This is true in retirement. Having a cohesive plan will maximize retirement income and reduce taxes while allowing you to breathe easier through market fluctuations.

When taking a trip, use a map.  When retiring, have a plan.

Secured Retirement Financial offers courses and free consultations that help plan your journey. We are offering comprehensive Retirement Elevated classes February 17th   and 24th and Saturday, February 27th.   Or schedule a   3 Step Review or Social Security analysis with us. For a complementary consultation or to attend a class call us at 952-460-3260. 

Click Here to listen to Joe Lucey’s Podcast of this week’s radio series.

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Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!