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



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