Bad Excuses for Putting Off Using a Financial Professional
Your Retirement With Sam Duell
English - October 27, 2023 16:00 - 49 minutes - 45.7 MBBusiness Education 401k 403b care invest medicare risk volatility adviser advisor bond Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Financial Fears
Next Episode: Win, Lose, or Withdraw
Andi and Luke run through some common excuses people give for not seeking the help of a financial professional when nearing retirement. They counter these with good reasons why it is critical to work with a financial partner. Some excuses are:
“I’m a DIY (do it yourself) person” Scary!
“I’m already retired” Don’t forget second opinion.
“I get my advice from friends and family” “Danger Will Robinson!”
“I don’t know where to begin” A phone call is a good first step.
You can reach Duell Strategies by calling 866-203-7486.
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