According to a Transamerica study, only 1 in 4 workers takes this essential step before leaving the workforce.  Find out what it is in todays episode! Jerry talks about having a strategy, understanding your money and why you need an "All Weathered Portfolio" so you are prepared for rain, sleet, snow or sun! 

Jerry is ready for you to visit his office today! Taking proper cleaning precautions, cleaning after each guest, only one guest at a time in the office, with masks and social distancing, Jerry and his team are prepared to keep you safe while you plan for your retirement! Or, you can setup a phone call or virtual meeting today!