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I’ll cover topics like:

  • The Four Key Questions about your investments that I recommend you know the answers to if you want to confidently spend money with less fear.
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  • What investments you should spend first in retirement (many supposed "experts" continue to miss this and may avoid saving their clients thousands of dollars)
  • Clumsy—and costly—investment mistakes too many retirees make...and how to potentially avoid them!
  • And MUCH more.

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Jack Phelps, ChFC
The Retirement Coach
The Relaxing Retirement Coach, Inc.
20 William Street, Suite 110 · Wellesley MA 02481
Phone: (781)-235-7550 · Fax: (781) 235-7551
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