As advisors held to a fiduciary standard, they focus on developing solid plans for their clients rather than pitching products. The end result is a game plan that allows their clients to understand their risks, fees, and incomes so they can accomplish their unique retirement goals.
Their dedication to providing the best possible retirement plan for their clients brought about the creation of Racing to Retirement Radio™ and their weekly television segments.
Each week, they cover the impact of the financial market on retirement finances, from ways to help reduce fees and taxes on investment income to squeezing every available penny out of your portfolio and Social Security. They reach over 102,000 listeners every week on Racing to Retirement Radio™.
Racing to Retirement Radio™ has gotten national recognition through celebrity interviews with stars like the Doobie Brothers, Reba McEntire, Darius Rucker, Little Big Town, Brad Paisley, Tim McGraw, and nationally renowned retirement author Patrick Kelly. Marcus and Jon’s wit, humor, and personal touch have gotten rave reviews from listeners all over the country.