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

EPISODE · Feb 18, 2025 · 21 MIN

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

from Joe Knows Retirement · host Joe Schmitz Jr.

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/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 Feb 18, 2025

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

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