Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial Interviewed on Podcast Discussing the Retirement Resource Center

Todd Smith discusses his mission to impact and improve his clients’ financial lives – both personally and professionally.

Listen to the interview on the Business Innovators Radio Network:

When planning for retirement, there are a few key things to remember.

Here are the top tips:

– Start saving early: The sooner one starts saving for retirement, the better. Even if they can only save a little bit each month, it will add up over time.

– Invest wisely: Choosing the right investments is crucial for a comfortable retirement. Work with a financial advisor to make sure money is working hard.

– Live below your means: It’s essential to ensure a sustainable lifestyle on a fixed income. That means living within their means and being mindful of spending.

– Stay healthy: Enjoying a long and healthy retirement depends partly on making good choices. Eating right, exercising, and staying active will pay off.

– Stay connected: Retirement can be a time to reconnect with old friends and make new ones. Staying social and active can help stay sharp and enjoy the golden years.

Todd explained, “The Retirement Resource Center is an exclusive benefit for our clients to help them fully understand retirement concepts.”

Video Link:


About Todd Smith

After graduating from Hamilton College, Todd began his financial services career in the late 1990s working for Prudential Securities in NY. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms as well as larger financial corporations.

Since 2012, Todd has focused on working with accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. He founded Level 5 Financial responding to his deeply held belief that wealth management can be far more comprehensive and in how it meets the needs of its clients. Becoming independent gave him the freedom to innovate in order to best meet the needs of his clients. As a business owner and entrepreneur, himself, Todd enjoys designing imaginative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families.

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