Today I am expanding on last week’s podcast by talking about what financial planning is and how it can help you reach your financial goals. Rather than just walk through a list of what financial planning is, I’d like to dive into some specific examples of ways financial planning saved the client’s money and how the fee paid was way less than the savings gained in the process.
Tax Strategies for Retirement
Where Do We Go From Here
The Good, The Bad, and The Ugly of Annuities
Retirement Income Maximization
Surviving A Bear Attack
Getting to The Zero Percent Tax Bracket In Retirement
Why You Should Want A Fiduciary
Social Security-Your Most Important Decision
A Tax Bomb Awaits You
The Foundation of Your Financial Plan
If Tomorrow Never Comes
Investment Strategy and Why You Need One
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