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What actually happens after your annual review meeting? Is your plan just sitting on a shelf, or is something happening behind the scenes? In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year long. If you’ve ever wondered what your advisory team is doing between meetings, this episode is your behind-the-scenes tour.

Here’s what we cover in this episode:

❄️ Winter Positioning: Preparing taxes, RMDs, and income coordination

🌷 Spring Strategy Review: Deep investment analysis and plan recalibration

☀️ Summer Protection Focus: Insurance, cybersecurity, and tax return review

🍁 Fall Precision Execution: Year-end tax moves and income adjustments

☕ Coffee Conversations: Educational events keeping clients informed

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📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit

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