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