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Retirement Planning 101: Essential Strategies for a Secure Future

  • Writer: Manny Martinez
    Manny Martinez
  • Apr 6
  • 1 min read
Manny Torres & Manny Martinez
Manny Torres & Manny Martinez


📢 Retirement is closer than you think—are you financially prepared?


In this episode of Small Business Spotlight, host Manny Torres sits down with Manny Martinez, President of Copa Wealth Strategies, to discuss how pre-retirees (50+) can protect, grow, and maximize their wealth for a secure future.


💡 Key Topics Covered:


✅ The biggest financial mistakes people make before retirement

✅ How to build a strategy that protects & grows your wealth

✅ Why financial planning is more than just numbers—it’s about your values

✅ The importance of having a financial roadmap (and how to get one for free!)

✅ Real-life examples of retirement success stories


🚀 If you’re approaching retirement or just starting to think about your financial future, this interview will give you actionable steps to take control of your money and build lasting security.



 
 
 

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© 2025 by Copa Wealth Strategies.

Investment advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, Kansas 66208, an investment adviser registered with the Securities and Exchange Commission ("SEC"). Insurance Products are offered through Fortis Brokerage Services, Inc. Additional Information about Fortis Capital Advisors, LLC is available on the SEC's website at www.adviserinfo.sec.gov.

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