5 Things to Know About Planning for Retirement with Jeff East

Jeff East, certified financial planner through Raymond James and a member of the Advocate Capital Inc. wealth management team, was interviewed Michael J. Swanson, author of “How David Beats Goliath: Access to Capital for Contingent-Fee Law Firms” about planning for your retirement.

He explains the four phases of retirement: Honeymoon, Big Decision, Navigating Longevity, and Solo Journey.

To learn more about this subject, listen to episode 6 of The How David Beats Goliath Podcast® below or click here to listen. You can also listen to this episode on Apple PodcastStitcher, or Spotify. 



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This entry was posted on Friday, June 19th, 2020 at 9:22 am and is filed under How David Beats Goliath. You can follow any responses to this entry through the RSS 2.0 feed. Responses are currently closed, but you can trackback from your own site.

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