When it comes to retirement planning, especially in the age of the internet, there are a lot of folks who feel like they have the know-how to tackle it alone. However, going solo often means overlooking key questions and considerations that could make a huge difference down the road.
In this episode, Tad and Toni discuss why some people choose to tackle retirement planning independently and share common concerns they’ve encountered during their initial client meetings. They’ll also share how their analysis can help you address some of the essential, often overlooked questions that may not be top of mind.
There’s some excellent insight coming up on today’s show that you don’t want to miss, so tune in!
Here’s what we discuss in today’s show:
- How the internet can be a blessing and a curse when it comes to retirement planning
- The dangers of viewing an RMD as an income stream
- The earlier you get help, the more options you’ll have
- How our analysis helps you figure out some of the big questions surrounding retirement
Key Takeaway
"Unless you've thought about something a thousand times, you're probably not thinking through it as completely and deeply as you should."
We can assist you on your journey to financial freedom: https://www.askfreedomfinancial.com/
Phone: 205.988.0006
Schedule a Call: https://askfreedomfinancial.com/contact/?utm_source=Hero
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Watch the Podcast on YouTube: https://www.youtube.com/playlist?list=PLEcHKcOSu6_m7cG9adV8xHTXLtH5g9M9t
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