We’ve Moved! 6121 Excelsior Blvd. St. Louis Park, MN 55416

Interview Joe Lucey

and Help Your Audience Learn

Actionable Strategies To Plan Their

Dream Retirement

Joe Lucey Image
Joe Lucey Media Logo
KARE Logo
CBS Logo
FOX Logo
iHeart Radio Logo
PBS Logo
WCCO Logo
CNBC Logo

Major Media Features

Joe Lucey Image
Saving for retirement
KARE Logo
Joe Lucey Image
Financial Tips
KARE Logo
Joe Lucey Image
Maximizing Social Security
KARE Logo
Joe Lucey Image
Maximizing Social Security
KARE Logo
Joe Lucey Image
Maximizing Social Security
KARE Logo

My Published Articles

Joe Lucey Image

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

Joe Lucey Image

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

Joe Lucey Image

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

Joe Lucey Image

Fill out the form below to interview
Joe Lucey on your platform

  • This field is for validation purposes and should be left unchanged.

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.

Joe Lucey Image
Angie S

Angie Schatschneider

Marketing

Angie leads the charge with our events, community outreach and hospitality. Previous to Secured Retirement, Angie has extensive experience with working with national brands as both a Marketing and Creative Director.

Angie has years of experience in formulating marketing plans to build on brand growth and is excited to bring Joe Lucey and the Secured Retirement brand to be known throughout Minnesota. She takes great pride in delighting our guests in the best possible way on their way and through retirement.

Her passions include exploring Minnesota and a love for the midwest.