Justin Smith on the Five Pillars of Retirement Planning

Justin Smith is no ordinary financial planner.  He specializes in wide screen retirement planning, in other words, it’s not all about the money.

Whether retirement is in the crosshairs or up the road a ways, thoughts, ideas… plans… need to get out of your head and on to paper.  Having some trusted allies review them is a good idea too.

Justin has some interesting thoughts about this next stage that we are, hopefully, considering.

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About the guest: Justin Smith

Justin helps executives and successful professionals in their 50’s and 60’s, 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.



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