Women's Money Empowerment Network - Podcasts

How a Certified Financial Planner can help with your retirement

I know, we seem to talk a lot about it but the truth is that when it comes to money there is one single question we hear over and over again. Do I have enough to retire?

Or for someone younger, will I have enough to retire? What if I don’t have enough to retire. Well sticking your head in the sand is not the answer. Not only does it assure you will not get where you want to be, the stress along the way of not knowing is worse.

If you decide you want to claim your financial power, you'll need to do some personal calculations based on when you want to retire, and how much you want to spend while in retirement. Keep in mind that any type of directional analysis is better than none so don’t sweat the detail.

Jodi Perez, CFP®

Jodi Perez, CFP® has some advice to share when It comes to retirement. Jodi is a Financial Advisor/Branch Manager with Raymond James and Co-Owner of Independent Financial Services. She has 35 years’ experience in the financial services arena and is fully licensed holding the Series 7, 24, 63, 65, life/health and variable annuity licenses. She is a Co-Director of Charity Chics North Tampa Pasco, a Board Member of the Financial Planning Association of Tampa Bay and the Student Mentor to the FPA of Tampa Bay Student Chapter at USF. She is also a member of the Advisory Board for the Personal Financial Planning Degree Program at USF’s Muma College of Business.


20635 Amberfield Drive Suite 102 Land O’ Lakes, FL 34638
Phone: 813.908.2701 x209 | Fax: 813.909.0626
Website: www.ifstampabay.com |Twitter: @ifstampabay | Facebook: ifstampabay


DISCLOSURES: Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Independent Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is not affiliated with and does not endorse independent third parties named. Views expressed are not necessarily those of Raymond James Financial Services and are subject to change without notice. Information was received from sources believed to be reliable, but accuracy is not guaranteed. Information provided is general in nature, and is not a complete statement of all information necessary for making an investment decision, and is not a recommendation or a solicitation to buy or sell any security. Investing always involves risk and you may incur a profit or loss. No investment strategy can guarantee success. Any withdrawals from annuities may be subject to income taxes and, prior to age 59 1/2, a 10% federal penalty tax may apply. Withdrawals from annuities will affect both the account value and the death benefit. For Variable Annuities the investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. An annual contingent deferred sales charge (CDSC) may apply. Guarantees are based on the claims paying ability of the issuing company.

Copyright Laura Mattia ©2019. Women’s Money Empowerment Network. All rights reserved.


Designed by Concept Digital Media