EPISODE · Jun 2, 2023 · 28 MIN
132. 10 Questions to Help You Find The Right Retirement Planner
from Retiring Today · host Merkle Retirement Planning
Do you have questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com More than two-thirds of pre-retirees have not met with a financial advisor. This could be hurting their confidence when it comes to retirement. What’s holding you back? Is it the unknowns of the process? Uncertain of the benefits? These ten questions will help you find the right retirement planner to navigate your specific needs in retirement. Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA® Molly Nelson, Host of Retiring Today Richelle Smith, Producer of Retiring Today
What this episode covers
Do you have questions about retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com More than two-thirds of pre-retirees have not met with a financial advisor. This could be hurting their confidence when it comes to retirement. What’s holding you back? Is it the unknowns of the process? Uncertain of the benefits? These ten questions will help you find the right retirement planner to navigate your specific needs in retirement. Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA® Molly Nelson, Host of Retiring Today Richelle Smith, Producer of Retiring Today
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132. 10 Questions to Help You Find The Right Retirement Planner
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