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Interview Joe Lucey

and Help Your Audience Learn

Actionable Strategies To Plan Their

Dream Retirement

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Major Media Features

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Saving for retirement
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Financial Tips
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Maximizing Social Security
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Maximizing Social Security
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Maximizing Social Security
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My Published Articles

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Proactive Retirement Planning

Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming

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5 Big Tax Mistakes That Could Cost You an Arm and a Leg When You...

Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming

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Sequence of Returns Risk

Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming

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Professional Bio

Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.

He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.

He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.

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