During the 50 minute conversation Joe will guide you through the pitfalls and failing to understand how taxes work with retirement. "Markets go up and down but when you send a check to the IRS rarely is it returned!" This discussion will help you to better plan a strategy that gets the most out of your retirement by paying the IRS the right amount and at the right time. MORE >

During this 50 minute discussion Joe will share with you the three phases of finance that every successful retiree will go through in their financial journey. He will share the most important objectives for each of the three stages and what you need to do to be successful in that phase of finance. Joe will also give you suggestions on how to make up for things missed in the past. MORE >