Menu
Menu
Menu
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 AND your financial situation into account.
The founder of Secured Retirements Financial, a firm specializing in retirement planning, he and his team have helped thousands of people live their dream retirement.
Financial Expert and Author
Author
Author
Former MN Congressman
Traditionally ignored by many financial planners, tax planning is an ESSENTIAL part to planning your ideal retirement. In my Tax Planning Strategy talk, I go over why tax planning is so important and give tips on ways to legally limit your tax liability.
Social Security is an essential source of income for retirees and the foundation for a secured retirement plan. But it’s also a complex topic with a lot of nuances. In this talk, I help answer the most important questions retirees have about Social Security so they can get on the right path to maximizing their income.
As the creator of the TaxSmart™ Retirement Program, I go through the different aspects of a TaxSmart™ retirement while revealing my top 3 secrets to achieving your ideal retirement.
Laid off? Had a health emergency? No matter what the reason might be, some of us are forced to retire earlier than we had planned. I’ll tell you what you can do if this happens to you so you can get on track to enjoying the retirement you’ve always dreamed of.
