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May 11, 2017 11:54 AM PDT

With the Kentucky Derby kicking off this weekend, Secured Retirement Radio’s Joseph Lucey, CFP® and Derek Fautsch, CFP®, discuss not relying on “bets” to make your retirement a winner. Also the guys have a very interesting “This Week in the Office” segment and they also answer a few questions from our listeners.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

May 01, 2017 02:25 PM PDT

Joseph Lucey, CFP® and Derek Fautsch, CFP® discuss some of the proposed changes to the tax code by our new President. Tax strategies are a key component to any comprehensive retirement plan. Don’t’ just think of your current tax liabilities, also consider how you can avoid leaving behind a tax burden to your family. Decisions like which products you own and what type of accounts you decided to safe your hard earned money can make a significant impact on the success of your retirement.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

April 20, 2017 07:39 AM PDT

Joseph Lucey, CFP® and Derek Fautsch, CFP® discuss how tax strategies can a key component to any comprehensive retirement plan. Don’t’ just think of your current tax liabilities, also consider how you can avoid leaving behind a tax burden to your family.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

April 04, 2017 10:42 AM PDT

Your retirement may come as a surprise like Crayola’s Dandelion. On today Secured Retirement Radio, Joseph Lucey, CFP® and Derek Fautsch, CFP® discuss a few of the surprises that retirees may or may not be expecting in their retirement planning. Dandelion was retired after over 100 years in the box of 24 for Crayola. The facts are that most retirees do not choose when they retire. They may stop working for health reasons, their own or a loved ones, or like Dandelion they are just no longer needed in their current roles. What shouldn’t be a surprise is that through proper planning and working with a comprehensive planner that works only with retirees, that many of those unexpected surprises can be navigated.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

March 27, 2017 12:33 PM PDT

Joseph Lucey, CFP® and Derek Fautsch, CFP® spend this week’s Secured Retirement Radio program focused on a few things everyone has on their to-do list, taxes. Hidden taxes on things like, social security, mutual fund distributions, and Medicare along with strategies for contributing to retirement accounts and charitable gifting all need to be brought into a comprehensive retirement plan. These topics and much more that can be as important to you as anything else in your retirement planning.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

March 21, 2017 11:42 AM PDT

This week, Joseph Lucey, CFP® and Derek Fautsch, CFP®, discuss the different stages of retirement and things to look forward to and a few things to watch out for as you undertake this journey. Thinking ahead and planning around the ups and downs that the different stages of retirement present, just like other life-changing events in your life, can mean the difference between a stressful or successful retirement.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

March 13, 2017 02:23 PM PDT

On today’s Secured Retirement Radio, Joseph Lucey, CFP® and Derek Fautsch, CFP® look back at a week that marks an 8 year bull-run for the S&P 500 and it also marks 17 years since the peak of the Dot Com bubble. How have these historic events affect you and your retirement plans?

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

March 08, 2017 10:29 AM PST

Joseph Lucey, CFP® and Derek Fautsch, CFP® discuss some of the proposed changes to the tax code by our new President. Tax strategies are a key component to any comprehensive retirement plan. Don’t’ just think of your current tax liabilities, also consider how you can avoid leaving behind a tax burden to your family. Decisions like which products you own and what type of accounts you decided to safe your hard earned money can make a significant impact on the success of your retirement.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

February 28, 2017 11:23 AM PST

On this weeks Secured Retirement Radio, Joseph Lucey, CFP® and Derek Fautsch, CFP® discuss how focusing on what is important to you and why you are retiring may be the most important conversion you should be having with those people that are supposed to be helping you transition into retirement. Is your retirement plan getting an A in class? If it isn’t, what can you start to do about that? Also a very heartwarming “This Week in the Office” segment and they address a few questions from our listeners.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

February 22, 2017 01:22 PM PST

It is not a surprise that you are going to be surprised as you transition into retirement. On today Secured Retirement Radio, Joseph Lucey, CFP® and Derek Fautsch, CFP® discuss a few of the surprises that retirees may or may not be expecting in their retirement planning. These surprise will undoubtedly be different for everyone, but what shouldn’t be a surprise is that through proper planning and working with a comprehensive planner that works only with retirees, that many of those unexpected surprises can be navigated.

If you have any questions about the topics discussed on today’s Secured Retirement Radio program or if you like to schedule your complimentary visit with one of the Certified Financial Planners® from Secured Retirement Radio please give us a call anytime at (612) 789-7900 or call us Monday-Friday during regular business hours at (952) 460-3260.

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