Retirement Taxes Declassified - Hosted by John Donnelly

John Donnelly, Senior Vice President of D.S. Drelich & Associates focuses on creating retirement income plans for clients. He works closely with estate planning attorneys and assists with seminars on the same topic. He has a passion for helping his clients properly plan for their financial futures and is dedicated to serving them.

John's hobbies include participating in triathlons. He has finished a number of sprints, Olympic, half Ironmans, and one full Ironman. He also enjoys trout fishing and riding the ATV at the family cabin in the Blue Ridge Mountains.

Becky Ruby Swansburg is Partner & Chief Marketing Officer for Stonewood Financial, and co-author of the industry-leading books The No-Compromise Retirement Plan and The New Rules of Retirement Saving. A nationally-recognized public speaker, Becky has trained advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.

Becky has more than a decade of experience in marketing, public relations and communications across a range of industries in the for-profit, non-profit and government sectors.

Prior to joining Stonewood, Becky served as Director of Communication and Public Affairs for Greater Louisville Inc. – The Metro Chamber of Commerce, where she directed the chamber’s communications and government relations. Becky has also handled marketing and communications for several U.S. Congressmen and government agencies, and has worked in the White House Press Office in Washington, D.C.

Neil is one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Neil co-developed The New Holistic advising approach and co-authored The No-Compromise Retirement Plan book.