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Ep. 25 - The #1 Value Add a Comprehensive Financial Planner Provides For Retirees

EPISODE · Sep 7, 2023 · 24 MIN

Ep. 25 - The #1 Value Add a Comprehensive Financial Planner Provides For Retirees

from Planning for Retirement with Kevin Lao · host Kevin Lao

I hope you enjoy this one! I am not going to give it away in the description but here are the most common responses I hear from people (until they listen to this episode of course): - Tax planning - Peace of mind - Investment management - Income distribution planning - Estate planning All good answers, but all of them are wrong! Here are a few links I referenced during this episode, check them out below: WSJ Article - Retirement Regrets Investment News - Why people are reluctant to hire an advisor Vanguard's Advice Alpha Episode 21 - Purpose in Retirement

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Ep. 25 - The #1 Value Add a Comprehensive Financial Planner Provides For Retirees

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