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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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Ryan Keapproth

Ryan Keapproth

Financial Advisor

Ryan is dedicated to serving clients to achieve their retirement goals. Ryan’s holistic approach centers on wealth management strategies with a focus on income planning throughout retirement. As a Financial Advisor, Ryan is an Investment Adviser Representative (IAR), life and health insurance licensed and a Certified Tax Preparer. Ryan is a graduate of the University of Minnesota, with an Accounting and Finance major.​

Ryan is a lifelong Minnesotan originally from Woodbury and currently residing in Bloomington with his wife, Riamae, and their rescue Terrier Beagle mix, Douglas. Ryan and his wife are avid travelers as Riamae is originally from the Philippines. Ryan describes himself as a major foodie enjoying new restaurants around the cities whenever possible. Ryan enjoys playing golf and poker. He is a sports fan especially when the Vikings and Timberwolves are playing. In his formative years, Ryan tended bar at various places including Mystic Lake and Running Aces in Columbus, MN where he met his wife.  

We’re glad to have Ryan part of the Secured Retirement family too!