Retirement Planning

On this episode, we will talk about retirement planning with out guest Jack Kennedy, Chief Investment Officer at JB Meridian Advisors, LLC. Jack is a Financial Advisor who helps clients develop a plan for retirement, diversify their assets and manage investments. He will explain the different types of retirement investments and how to determine which ones are right for you.

Episode Segments:

Tax Avoidance is Legal: Jack Kennedy & Retirement Plans
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Guest(s) Appearing on this Episode

Jack Kennedy My firm provides supreme quality investment management with the highest degree of ethical standards We assist families and businesses in achieving investment success. We accomplish this by first being completely transparent, objective and reliable while always putting our clients first. We are fee only, meaning that we do not sell commission generating investment "products." It's actually quite simple: if we manage your assets and your wealth increases, our fee base increases. The result is that we want our clients investment portfolios to grow so we can give ourselves a raise. We employ old fashioned investment management, meaning that we do fundamental and technical research to look for individual stocks that have a great financial story and look like a good time to buy/sell on the chart in our professional opinion. Lastly, we research over 30,000 mutual funds looking in each asset class to find managers we consider "best in class." Our criteria include: results versus peers, results versus the benchmark, manager tenure, Sharpe ratio and others to come up witth our recommended list. JB Meridian Advisors