DIY Retirement Planning? 4 Reasons to Hire an Advisor episode artwork

EPISODE · Feb 14, 2026 · 19 MIN

DIY Retirement Planning? 4 Reasons to Hire an Advisor

from Joe Knows Retirement · host Joe Schmitz Jr.

You've done everything right. You saved. You invested. You built a pension. But many of the best DIY retirees we see eventually reach a point where working with an advisor simply makes more sense. In this video, Joe breaks down 4 real reasons highly disciplined DIY investors decide to partner with a retirement planning team and why many tell us six months later it was one of the best decisions they made. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/are-you-a-diy-retirement-planner-what-you-need-to-know 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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