Choosing the Right Financial Planner for Retirement Planning
The Investor Coaching Show with Paul Winkler

Choosing the Right Financial Planner for Retirement Planning

2020-10-01

In today’s episode, Paul comes across an investor who was being sold a bad financial product by someone who claimed to be an “Income Specialist”. Paul explains that “Income Specialist” is not even a legitimate financial planning designation and why you need to find an educated planner to avoid being sold products that will actually hurt, not help, your income in retirement. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

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