Justin Smith, a financial advisor and wealth management expert with 18 years of experience in the industry. With a keen interest in investments and taxes, he has dedicated his career to helping corporate executives and individuals in the C-suite navigate the complexities of tax planning. Recently, his focus has shifted towards advising clients on hybrid retirement and semi-retirement, helping them find a balance between work and leisure in their golden years. Justin's unique approach to financial planning has led to the creation of a workbook and webinar series aimed at assisting clients in achieving their ideal retirement vision.

Listen to this informative Legacy Leaders episode with Justin Smith about Charitable Work in Retirement, Health & Activity Goals, Starting Early & Being Deliberate, Proactive Tax Planning, and The Role of Accountability and Counsel.

Here is what to expect on this week’s show:

●    Uncover the innovative methods Justin Smith employs in hybrid retirement planning

●    Recognize the vital role tax planning plays in a secure and worry-free retirement

●    Familiarize yourself with Smith's holistic retirement planning process

●    Expand your horizon with inspiring activities in retirement, emphasizing philanthropy and consulting opportunities

●    Benefit from Smith's free retirement goal-setting and financial planning workbook

Connect with Justin Smith:

Website: https://savantwealth.com/

LinkedIn: https://www.linkedin.com/in/justindavidsmith1/

Workbook: https://www2.savantwealth.com/CareerCrossroadsWorkbook

On-Demand Webinar: https://savantwealth.com/victory-lap-starting-line/

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