Episode 159
Why Working With a CFP Should Not Be the Only Thing You Look For in an Advisor
March 11, 20259m 22s
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Show Notes
“Hey Mike, what are the benefits of working with a CFP?” Discover the benefits of working with a CFP while acknowledging that each CFP may have different opinions on how to put your retirement plan together. Join Mike as he encourages people to focus on the strategy first, and then the people behind the strategy second.
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Topics
retirementretirement planningpersonal financefinancial advisorCFPretirees