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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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Ryan Keapproth

Ryan Keapproth

Retirement Planner

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. He and his family are avid travelers in their free time. Ryan enjoys playing golf and poker, and describes himself as a major foodie enjoying new restaurants around the cities whenever possible. He is a sports fan especially when the Vikings and Timberwolves are playing.