New Focus on Wealth with Chad Burton artwork

Having a checklist is handy when you visit your financial planner, but do you know what topics you need to discuss before you retire?

New Focus on Wealth with Chad Burton

English - July 23, 2020 00:38 - 36 minutes - 33.3 MB - ★★★★ - 60 ratings
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There are a myriad of things to think about, discuss and plan for before you retire. Checklists help you get organized and provide a great starting point before you go see your Certified Finical Planner ™. Today I discuss what is on my retirement plan checklist.  Email me for a copy [email protected]

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.