Helping us move from awareness to action this week is JD Carlson. JD is the CEO of Plan Design Consultants and host of the Retireholi(k)s podcast. We covered the challenges American’s are facing with retirement planning and how you can get the most out of your retirement account. You can find out more about JD and what he’s working on at PlanDesign.com , Linkedin, Instagram, Facebook and Twitter.
For templates of letters/emails and or talking points referenced in the show, or simply to say “hi” click here.