Prepping for a Hybrid Retirement with Justin Smith

                                               “Retirement, or a hybrid retirement is often one of the most complex points in somebody’s                                                                               personal and financial life.” – Justin Smith

 

About Justin Smith:

Justin helps executives and successful professionals in their 50s 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- Justin can help them explore what’s possible and minimize taxes.

Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan. 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 Victory Lap Retirement and tax-smart retirement planning.

 

In today’s episode:

• How to avoid the traditional retirement path with a hybrid plan
• How a Victory Lap can help me personally, professionally, and financially
• Common strategies to minimize taxes over your lifetime
• How to integrate your financial resources into a coordinated plan that supports the life you want
• The career crossroads workbook

 

 

Connect with Kim Lebbing:

• https://www.kimberlylebbing.com/
• https://www.facebook.com/kimberlylebbing/
• https://www.linkedin.com/in/kimberlylebbing/
• https://www.youtube.com/channel/UCh8ajzKuNrH7hI0d_nwtVnQ

 

Connect with Justin Smith:

• https://www.linkedin.com/in/justindavidsmith1/
• FREE Resource:  https://www2.savantwealth.com/CareerCrossroadsWorkbook

 

 

Audio and show notes by Premier Podcast Promotions