The Power of Financial Planning

27/09/2022 24 min Episodio 16
The Power of Financial Planning

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Episode Synopsis

""Agency"" means having options and choice.But what if you don't know what your options are? And what if you feel like you're a freight train barreling down the tracksheaded straight for the end of your career, and you don't know what's going to happen?If that's you, you're about to listen to a powerful episode.Justin Smith covers 5 key areas you need to be aware of as you map out your life journey. He also has graciously offered a free workbook with embedded links to additional resources.Click here to get the Workbook:https://savantwealth.com/wp-content/uploads/2022/09/Career-Crossroads-Workbook-JDS.pdf Justin D. Smith helps executives and successful professionals in their 50's50's and 60s, who are at a career crossroads, plan for their next chapter. Whether they wish to stay in the corporate arena, retire, or blur the lines in pursuit of the best of both worlds- he helps them explore what's possible, create a plan, and minimize taxes in the process.Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan Ross School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on the topics of Victory Lap Retirement and tax-smart retirement planning.Justin'sJustin's LinkedIn Profile:https://www.linkedin.com/in/justindavidsmith1/Justin'sJustin's Career Crossroads Workbook:https://savantwealth.com/wp-content/uploads/2022/09/Career-Crossroads-Workbook-JDS.pdfTo learn more, visit:www.servingstrong.comListen to more episodes on Mission Matters:www.missionmatters.com/author/scott-couchenour

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