
DIY Retirement Planning? 4 Reasons to Hire an Advisor
Joe Knows Retirement ยท Joe Schmitz Jr.
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
You've done everything right. You saved. You invested. You built a pension. But many of the best DIY retirees we see eventually reach a point where working with an advisor simply makes more sense. In this video, Joe breaks down 4 real reasons highly disciplined DIY investors decide to partner with a retirement planning team and why many tell us six months later it was one of the best decisions they made.
๐ฅ Subscribe to our YouTube channel: https://bit.ly/430T9Lv
๐Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
๐ฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/are-you-a-diy-retirement-planner-what-you-need-to-know
๐ Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/