DON'T Work With A Financial Advisor If This Is You episode artwork

EPISODE · Jan 22, 2025 · 14 MIN

DON'T Work With A Financial Advisor If This Is You

from Joe Knows Retirement · host Joe Schmitz Jr.

Are you a financial planning DIYer? In this episode of Joe Knows Retirement, Joe talks through seven questions to ask yourself to determine if working with a financial advisor is right for you. He talks about the unique help a financial advisor can provide and shares how doing it yourself might not lead to as much savings as you think. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

Episode metadata supplied by the publisher feed · Published Jan 22, 2025

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