One-Time Financial Plan vs. Ongoing Plan: What's The Difference? [Episode 57] episode artwork

EPISODE · Jun 1, 2024 · 10 MIN

One-Time Financial Plan vs. Ongoing Plan: What's The Difference? [Episode 57]

from Joe Knows Retirement · host Joe Schmitz Jr.

Some retirees who try to DIY their retirement plan might seek out a one-time plan from a financial advisor. But while one-time plans can be helpful, they're not typically as helpful as ongoing plans. In this episode of Joe Knows Retirement, Joe shares the reasons why one-time plans might leave you needing more, and how ongoing plans might instead help provide the comprehensive care you're looking for. 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 Jun 1, 2024

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One-Time Financial Plan vs. Ongoing Plan: What's The Difference? [Episode 57]

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