Rest Assured Retirement

Addressing the Top Concerns of American Retirees

Jeff Holmes — Fri, 24 Feb 2023 19:49:00 +0000

On this week’s show, we talk about the top concerns of American retirees. Jeff will also share a list of the best Healthy Habits of Happy Retirees. Finally, we test your financial knowledge with a game of Right or Wrong!

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Helping You Make Smart Adjustments to Your Retirement Plans

Jeff Holmes — Fri, 17 Feb 2023 22:14:00 +0000

Even if you already have a retirement plan in place, it’s important to have it reviewed and checked for necessary adjustments on an annual basis. Call or visit our website to schedule your free, no-obligation consultation, and find out how much you could save today.

To Learn More, Visit RestAssuredRetirement.com

Following These Rules Will Make or Break Your Retirement

Jeff Holmes — Fri, 10 Feb 2023 21:23:00 +0000

Do you need a “Smart Review” of your retirement plans? Chances are the answer is yes. Jeff will walk you through what that means. Plus, we discuss some basic rules to follow that will make your retirement years much more enjoyable. Finally, how much are tickets to the Super Bowl? Don’t miss this week’s Inflation Demonstration.

Got questions about your retirement? Get in touch with us!

To Learn More, Visit RestAssuredRetirement.com

What the Secure Act 2.0 Means for Your Retirement

Jeff Holmes — Fri, 03 Feb 2023 19:23:00 +0000

New legislation passed late last year called the “SECURE Act 2.0”. It could have a big impact on your retirement planning and it’s not all bad news. Jeff will break down the details. Then, the Smart Retirement Plan series continues with a look at Smart Health and Smart Care.

To Learn More, Visit https://RestAssuredRetirement.com

Balancing Risk and Safety, Plus Smart Tax Strategies for Your Retirement

Jeff Holmes — Fri, 27 Jan 2023 19:22:00 +0000

Do you know all the risks you should consider when planning for retirement? That’s a key question to ask yourself as Jeff continues looking at different aspects of a Smart Retirement Plan. We also discuss Smart Safe and Smart Tax strategies. Plus, there’s some “shocking” news about electricity prices!

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The Most Important Question You Should Be Asking Yourself About Retirement

Jeff Holmes — Fri, 20 Jan 2023 21:08:00 +0000

On this week’s show, it’s all about being smart with your retirement plan. Jeff breaks it down to the basics as he discusses what a Smart Retirement Plan is, and goes through its first three elements: Smart Vision, Smart Inspection and Smart Planning. Plus, Jeff talks about “egg-celerating” prices at the grocery store.

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To Contact Jeff Holmes Directly, Visit Here

How to Delete Taxes, Fees and Expenses from Your Retirement Plan

Jeff Holmes — Fri, 13 Jan 2023 22:15:00 +0000

Are you paying too much for your retirement plan? This week, Jeff discusses some strategies for eliminating unnecessary fees, taxes and expenses so you can live the retirement lifestyle you deserve.

For More Information, Visit RestAssuredRetirement.com

To Contact Jeff Holmes Directly, Visit Here

How to Start 2023 on the Right Foot

Jeff Holmes — Fri, 06 Jan 2023 22:31:00 +0000

On this week’s show, Jeff talks about starting 2023 on the right financial footing. We start with a review of 2022 and share ways you can plan for the future in case we see another market downturn.

Plus, in our This Week in History segment, Jeff talks about the Yankees buying Babe Ruth from the Red Sox. How did that work out for each team? It turned out a lot better for the side that was thinking long-term, and the same goes for your finances!

Questions about retirement?

Book Your Free Consultation Here

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Jump Start the New Year with Our Financial Checklist

Jeff Holmes — Wed, 21 Dec 2022 13:28:00 +0000

Jeff looks ahead to 2023 with some important end-of-year reminders. Plus, he shares a helpful checklist for you to use as you make preparations for the new year. We also take a look at how inflation has affected the 12 Days of Christmas.

Is your money safe and protected? Got questions about retirement?

Book Your Free Consultation Here

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Call Jeff today at (480) 454-9191

Has Your 401k Disappointed in 2022?

Jeff Holmes — Fri, 09 Dec 2022 21:39:00 +0000

On this week’s episode of Rest Assured Retirement, Jeff talks about the importance of checking-in on your 401(k). Did you think your retirement funds couldn’t be moved around without a hefty penalty? Think again! Jeff will explain how it’s done. He also presents some questions you should ask yourself before you retire.

Is your money safe and protected? Got questions about retirement?

Book your Free Consultation Here

Call Jeff today at (480) 454-9191

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How to Take Control of Your Money in 2023

Jeff Holmes — Fri, 02 Dec 2022 21:28:00 +0000

On this week’s show, Jeff has some New Year’s Resolutions for your financial health that he can help you keep! He also talks about how to pay off your mortgage so you can save more for retirement, and the importance of not overlooking life insurance as a part of your retirement plan.

Is your money safe and protected? Got questions about your retirement?

Book Your Free Consultation!

Call Jeff today at (480) 454-9191

To Learn More About the Podcast Click Here

Get Back to the Basics with Your Retirement Plan

Jeff Holmes — Fri, 18 Nov 2022 21:21:00 +0000

Jeff explains how a bond replacement is a simple way to improve your retirement plan. We also play “Right or Wrong” and talk about why cryptocurrency has been in the news this month.

Is your money safe and protected? Got questions about your retirement?

Book a free consultation at RestAssuredRetirement.com

Call Jeff today at (480) 454-9191

Planning for the Decumulation Phase

Jeff Holmes — Fri, 11 Nov 2022 18:34:00 +0000

When you’re planning for retirement, a lot of time and effort goes into saving and investing for your golden years. But do you know what happens when you call it quits at work? That’s when the “decumulation phase” kicks in. This week, Jeff talks about the importance of having guaranteed retirement income streams you can never outlive.

Is your money safe and protected? Got questions about your retirement?

Book a free consultation at RestAssuredRetirement.com

Call Jeff today at (480) 305-5661

How Much More are You Willing to Lose?

Jeff Holmes — Fri, 04 Nov 2022 21:00:00 +0000

On this week’s show, Jeff asks the question “how much more are you willing to lose?” He takes a look at how rising interest rates and market volatility are affecting retirement plans. Jeff also explains how we recently helped one couple go from being good savers to truly effective investors.

Is your money safe and protected? Got questions about your finances?

Book a complimentary consultation at RestAssuredRetirement.com

Call Jeff today at (480) 305-5661

Making a Head Start on Your New Year’s Resolutions

Jeff Holmes — Fri, 28 Oct 2022 19:59:00 +0000

With November elections on the horizon, Jeff explains why it’s not too early to start planning for 2023. Plus, we discuss some strategies to eliminate your income gap and take a look at the new IRS tax brackets to see how they could affect you next year.

Is your money safe and protected? Got questions about your finances?

Book a complimentary consultation at RestAssuredRetirement.com

Call Jeff today at (480) 305-5661

The Smart Retirement Plan: Smart Health and Smart Care

Jeff Holmes — Fri, 21 Oct 2022 17:34:00 +0000

Medicare’s Annual Enrollment Period (AEP) is here! On this week’s show, Jeff shares everything you need to know to make sense of the complex options you have for your healthcare plan. Plus, the Smart Retirement Plan Series continues with a closer look at Smart Heath and Smart Care.

Is your money safe and protected? Are fees eating away at your savings?

Book a complimentary consultation here.

To learn more about the show, please visit RestAssuredRetirement.com

Call Jeff today at (480) 305-5661

The Smart Retirement Plan: Smart Review and Smart Income Streams

Jeff Holmes — Fri, 14 Oct 2022 17:05:00 +0000

The Smart Retirement Plan Series continues as Jeff highlights the importance of scheduling a Smart Review of your finances. He also discusses how to set yourself up for success with Smart Income Streams for your retirement years.

Is your money safe and protected from loss? Are fees eating away at your savings?

Book a complimentary consultation at RestAssuredRetirement.com

Call Jeff today at (480) 305-5661

The Smart Retirement Plan: Vision, Inspection and Planning

Jeff Holmes — Fri, 07 Oct 2022 18:11:00 +0000

Jeff Holmes begins the Smart Retirement Plan series by explaining the importance of having a clear vision for your retirement. Once your goals are clear, an inspection of your financial situation helps Jeff assemble the ideal plan for your future.

Is your money safe and protected from loss? Are fees dragging down your savings?

Book a complimentary consultation at RestAssuredRetirement.com

Call Jeff today at (480) 305-5661

Five Important Things to Own for a Successful Retirement

Jeff Holmes — Fri, 30 Sep 2022 20:49:00 +0000

In this debut episode of Rest Assured Retirement, Jeff details a list of five important things to own during retirement. He also explains some important rules of thumb for managing money during your golden years.

Is your money safe and protected from loss? Are fees dragging down your savings?

Book a complimentary consultation at RestAssuredRetirement.com

Call Jeff today at (480) 305-5661