Key Choices for Financial Security with Ray LeVitre

Guest: Ray LeVitre


Description: Ray LeVitre talks with host Jordan Goodman about retirement and how decisions you make right now - today - can have lasting impact twenty to thirty years down the line. Retirement, LeVitre believes, has three distinct stages: planning for retirement, the process of retiring, and then actual retirement. Host Jordan Goodman and LeVitre explore the distinctly different types of decisions you make in each phase and how they link together to create a strong financial future. 

Guest Bio: Ray LeVitre, author of “20 Retirement Decisions You Need to Make Right Now” and Managing Partner at Net Worth Advisory Group, has gained a unique perspective of the financial industry during his 19 years of experience. Ray worked as representative for Fidelity, as bank investment representative for Citicorp, and as insurance agent for Mutual of New York.  Ray worked as a stock broker for Merrill Lynch before starting his own independent firm.

Because Ray has seen the industry from many angles, he understands the types of products and services commission-based companies offer.  As an independent fee-only advisor Ray is in a unique position to help people evaluate the products and services they have been sold by other advisors and help determine if they were given sound advice.Ray’s book, “20 Retirement Decisions You Need to Make Right Now”, addresses twenty key financial decisions people must make as they move from the workforce into retirement.


URL: http://www.networthadvice.com/

«We are again so pleased with the presentation that you made to the teacher educators for personal finance on the evening of November 5 in Kansas City, Missouri. The reviews from the 64 teacher educators were outstanding. »
- John Clow, Director Financial Fitness for Life Project, The Campaign for Economic Literacy
«I just want to thank you one more time for the two seminars you gave to the employees of Lowe & Partners/SMS. I think we reached almost 100 employees (out of 350) which is absolutely astonishing for this group, and indicates the need for this kind of education.»
- Ann Robins, Lowe & Partners/SMS