Retirement Insights
Welcome to "Retirement Insights" a podcast by InFocus Financial Advisors, Inc. Providing retirement advice, strategies, and insights to the soon to be retired, newly retired, and retirees of all ages. This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors, Inc who has been an advisor for 25 years since 1993 and Robert Jeter, CFP who has been a Financial Advisor since 2012 and has been with InFocus Financial Advisors, Inc. since 2016. 31454 Winterplace Parkway, Salisbury, MD 21804 410-677-4848. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Retirement Insights
Episode 22 - Lifetime Gifting
Episode 22 - Lifetime Gifting It is much more fun to make gifts while you are living, than after you're gone. In this episode Eric and Robert cover lifetime gifting and how to make the greatest impact with your retirement assets.