Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
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Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
In this week's "Massey on Money" Podcast with Jeff Massey, Jeff and Amy talk about upper-class retirees succeed by planning ahead: they minimize taxes, prepare for long-term care, manage their withdrawal strategy, balance investments, avoid market timing, and focus on legacy. The show discusses how ordinary retirees can apply these disciplined habits to protect and grow their retirement wealth.
Massey on Money
Jeff Massey is the founder and president of Massey and Associates, Inc. He is a CERTIFIED FINANCIAL PLANNER® with 30 years of experience. He helps clients with retirement planning, asset preservation, investment strategies, legacy planning, and comprehensive financial guidance. He does a weekly Podcast talking about retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
