How to Develop & Design A Comprehensive Retirement Plan – Thought Leaders


In the first segment, Steve and Curtis assert that you can develop a customized retirement plan by design and show how to address a guaranteed income strategy with inflation protection and asset growth. In the second segment, Curtis unpacks his tactical timeline thinking that can generate safe income; some of which can be tax advantageous. For more information on the topics discussed on this show go to:

Syndicated financial columnist and talk show host Steve Savant interviews popular platform speaker, software developer and best selling author adjunct professor Curtis Cloke. Curtis also has developed the educational platform for advisers focusing on retirement planning called, Thrive University. Thought Leaders features some of the top minds in the financial industry and is sponsored by CreativeOne, an agent development organization. (


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