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The Retirement Clinic-9/7/19-Is it Time to Fire Your Financial Advisor? episode artwork

EPISODE · Sep 17, 2019 · 43 MIN

The Retirement Clinic-9/7/19-Is it Time to Fire Your Financial Advisor?

from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning

Financial Advisors Aaron Spitzner and Joe Still join the show to share insights into when it might be time to fire your financial advisor, and IRA planning opportunities to reduce tax implications in retirement. The team discusses current market performance, as well as the importance of business succession planning.

Episode metadata supplied by the publisher feed · Published Sep 17, 2019

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The Retirement Clinic-9/7/19-Is it Time to Fire Your Financial Advisor?

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