Topics on Your Retirement Planning List - June 21, 2025 cover art

Topics on Your Retirement Planning List - June 21, 2025

Topics on Your Retirement Planning List - June 21, 2025

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How much is left on your to-do list this week? What about that honey-do list of chores around the house? It’s a mile long, right? The problem with long lists is they can overwhelm you and cause you to shut down. So let’s keep it simple!

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.