Ep. 25 - The #1 Value Add a Comprehensive Financial Planner Provides For Retirees
The Planning For Retirement Podcast
English - September 07, 2023 12:00 - 24 minutes - 22.3 MB - ★★★★★ - 6 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep. 24 - Self Funding Long-term Care Expenses
I hope you enjoy this one! I am not going to give it away in the description but here are the most common responses I hear from people (until they listen to this episode of course):
- Tax planning
- Peace of mind
- Investment management
- Income distribution planning
- Estate planning
All good answers, but all of them are wrong!
Here are a few links I referenced during this episode, check them out below:
WSJ Article - Retirement Regrets
Investment News - Why people are reluctant to hire an advisor
Vanguard's Advice Alpha
Episode 21 - Purpose in Retirement