EPISODE · Aug 10, 2023 · 44 MIN
The Retirement Clinic-8-5-23 – When to Fire Your Financial Advisor
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Joe Still and Chaunsy Weisensel examine if $1 million is enough to retire, discuss how to know when it’s time to fire your financial advisor, and share things you should consider before passing an inheritance to your children or grandchildren.
What this episode covers
Joe Still and Chaunsy Weisensel examine if $1 million is enough to retire, discuss how to know when it’s time to fire your financial advisor, and share things you should consider before passing an inheritance to your children or grandchildren.
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The Retirement Clinic-8-5-23 – When to Fire Your Financial Advisor
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