5 Things to Know About Planning for Retirement with Jeff East

June 22, 2020 by Rachel Minyard

Authored by: Ollie Lammers

Jeff East, certified financial planner through Raymond James and a member of the Advocate Capital, Inc. wealth management team, was interviewed Michael J. Swanson, author of “How David Beats Goliath: Access to Capital for Contingent-Fee Law Firms” about planning for your retirement.

He explains the four phases of retirement: Honeymoon, Big Decision, Navigating Longevity, and Solo Journey.

To learn more about this subject, listen to episode 6 of The How David Beats Goliath Podcast® below or click here to listen. You can also listen to this episode on Apple Podcast, Stitcher, or Spotify.

About Rachel Minyard

Rachel Minyard, Vice President of Marketing, joined Advocate Capital, Inc. in 2016. Ms. Minyard has a background in reporting, directing and producing media. Her goal is to help communicate Advocate Capital’s purpose to help plaintiff attorneys get even better results for their clients.

* In most jurisdictions, a law firm can recover finance charges related to funding case expenses from case awards, but the compliance requirements can be too expensive to implement. Only Advocate Capital, Inc. has the proprietary AdvoTrac^® expense tracking system and service team that allows firms to easily comply with allocation and reporting requirements. So, for example, if a firm recovers at least 90% of its advanced case expenses, like most of our clients, the annual net cost of funds is very small-typically less than 1%. Contact us to discuss how our program can work for your firm. All loans are subject to credit approval, and terms and conditions may vary.

Financial Services provided through Pinnacle Bank, a Tennessee Bank, which is a Member FDIC and Equal Housing Lender. Loans may be subject to credit approval.

About Rachel Minyard

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