Description

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board.

We are excited to be joined by Chris Lester, ChFC®, RICP®, CCPS®, NSSA, CLTC®, president of Professional Planning Services in New Jersey. He has over 30 years of experience in the financial industry and we want to learn more about what he likes to provide to his clients on helping them stay retired. Chris will also take part in the Getting to Know questions, sound off on our quotes of the week, weigh in on the universal truths and answer some questions with us.

For this week's mailbag question, Grace from Tempe asks about the options for helping contribute to a college fund for grandchildren. For this week's Retirement Ride Along segment, Chris will share some of the great things New Jersey has to offer retirees. 

Here's what we'll discuss on today's show:

• Chris shares his financial background and what they focus on at Professional Planning Services. (4:54)
• Get-to-know-you questions: Getting ready in the morning, favorite family recipe, and 3 items for a deserted island.  (8:39)
• Quotes of the week from Zig Ziglar and an unknown source. (27:43)
• MarketWatch Article: What climate change? The top 5 retirement cities all have hot weather (33:03)
• The 5 Universal Retirement Truths (44:08)
• Mailbag: I'd like to start putting money into a college fund for my grandkids. Should I set up a 529 plan for them or just invest on my own and give them the money when they go to school?(1:10:30)
• Retirement Ride Along: Exploring New Jersey and what it has to offers for retirees. (1:15:37)

Want to contact us?

Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.

Get your free copy of Preparing for Retirement:

Call (888) 228-8814 or email info@incomeforlife.org

Get in touch with Chris!

Email: chris@professionalplanningservices.com

732.302.1810

https://professionalplanningservices.com/

Links From Today's Show: 

MarketWatch Article:

https://www.marketwatch.com/story/the-best-city-for-retirement-offers-bingo-fishing-and-low-crime-rate-33dd8a9d

Von Thun Farms:

https://vonthunfarms.com/

Holland Ridge Farms:

https://www.hollandridgefarms.com/