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Interview Joe Lucey

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Dream Retirement

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My Published Articles

Retirement Planning

Don’t Let These Tax Traps Ruin Your Retirement

Retirement planning requires a lot of different elements. Investments, tax planning, income planning, and more. Many people dedicate their focus towards managing their investment returns, and while that’s important other factors that can have an even bigger impact on their nest egg get overlooked. One huge factor is taxes. Taxes could be your

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Market Forecast

The Fed Made Its Move: Rate Cuts and Market Momentum

The Rate Cuts and The Economic Future The Federal Reserve finally did it—they cut interest rates for the first time in four years. Before their meeting, it was widely expected that a cut was coming, but there remained some mystery as to the cut’s size. While only a quarter-point cut was anticipated, they

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Cup of Joe

Financial Fears Haunting You?

Fall’s cool air is winding its way through our cities, the leaves are starting to change, and Halloween is already approaching. Come the 31st, you’ll find my wife and I bundled up, handing out candy to the trick-or-treaters of the neighborhood.  I always like to see which character is the most popular costume

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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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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!