If You Can Do These Things Yourself, You May Not Need A Financial Advisor In Retirement скачать в хорошем качестве

If You Can Do These Things Yourself, You May Not Need A Financial Advisor In Retirement

It's recommended to work with a financial planning expert when planning your retirement, but if you know these things, you may not need to. In this episode of Joe Knows Retirement, Joe talks about the five areas you should be competent in if you plan on doing your retirement planning yourself. From tax planning to investment planning to healthcare planning, he shares how you can prepare if you choose not to work with a comprehensive team. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-yout... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... 📞 Apply to talk with us: https://peakretirementplanning.com/sc... #retirement #retirementplanning #pension Timestamps: 00:00 Intro 01:06 Considerations before DIY-ing your retirement 02:52 1. Tax planning 06:03 2. Investment planning 09:10 3. Income planning 10:57 4. Healthcare planning 14:38 5. Estate planning Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.