Retirement Domination: Life After Work with Tom Jacobs

Golf Outing Preview: Conversation with Event Director Lynzie Gotshall

We are rapidly approaching the second annual Jacobs Financial Golf Outing! We talk with event director Lynzie Gotshall about what we can expect on August 23rd. 
 
There's still a few spots left! Get signed up. 
 
LINK: https://yoursvp.com/GOLF23

Episode No. 8 - Conversation with Elise Monroe

Elise is an insurance producer for Jacobs Financial Services. She's one of the many employees that dropped a previous gig to be a part of what Tom is building at JFS. Why? Empowerment and culture. 

Episode No. 7 - Controlling the Steps to Retirement

When preparing for retirement, controlling the steps to getting there is critical. There's times when control can be a great thing, and when it can be detrimental. Tom learned a lesson about control when it comes to running a business. 

Episode No. 6 - The Importance of Culture

Tom explains where it all began for JFS. There's no question why the company has grown the way it has. Everything starts with his team and the culture he's established. 

Episode No. 5 - Conversation with Comedian David Dyer

Like Tom, Dave was extremely close with his father. We also learn how complex it can be when you gain an inheritance from a loved one. Like your life savings, you need a strategy to protect that as well. 

Episode No. 4 - Tom, The Fisherman

Did you know that Tom has a side business? It seems like a stretch...but fishing and retirement aren't so different after all. 

Episode No. 3 - Tom’s Childhood

We learn a little more about Tom's childhood. He tells us about his relationship with his brother and his love for hockey. 

Episode No. 2 - Quality vs. Quantity

Tom reveals the bond he's held with his parents throughout the years. The ability to spend quality time with your family and loved ones as you approach retirement can rely entirely on how prepared you are financially. We also learn about one of Tom's biggest hobbies!

Episode No. 1 - What Is Your Reason?

Welcome! We get into the reason why Tom Jacobs started this company in the first place. There's a big difference between leaving an inheritance and leaving a LEGACY. Michelle makes an observation about culture inside the working place at Jacobs Financial Services.