The Power of Personalized Retirement Planning

Having a retirement plan is the first step in building your future. 

But do you have the right plan? How can small parts of a plan work together to transform a few hundred thousand into a seven-figure retirement fund?

Get ready to explore retirement planning, wealth accumulation, and tax deduction strategies with Jordan Cross, the president of CrossPlans.

In this episode, Jordan joins Rob Curtiss to talk about the current state of qualified retirement plans, why individuals need to start planning for retirement, and the role of financial advisors when it comes to building those plans with their clients.

Jordan discusses:

  • How he got started in the financial planning industry
  • Why advisors and their clients need to start taking retirement planning more seriously
  • How qualified retirement planning can benefit business owners
  • Ways we can contribute to the growing technology industry
  • And more!

Related: Revolutionizing Financial Planning for the Aging Population with Tom West