Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
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Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
A new survey reveals that financial advisors are feeling optimistic about the future, even with concerns about inflation, taxes, and market volatility. This week Amy and Jeff discuss why confidence is key in retirement planning and how having a solid plan can help you feel more secure despite what the future may hold.
For more information about Jeff Massey, go to masseyandassociates.com.
In this week's "Massey on Money" Podcast with Jeff Massey, Jeff and Amy talk about upper-class retirees succeed by planning ahead: they minimize taxes, prepare for long-term care, manage their withdrawal strategy, balance investments, avoid market timing, and focus on legacy. The show discusses how ordinary retirees can apply these disciplined habits to protect and grow their retirement wealth.
Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
