PLAY PODCASTS
Financial Advisors Say Some Crazy Stuff... [Episode 49]
Season 1 ยท Episode 49

Financial Advisors Say Some Crazy Stuff... [Episode 49]

Joe Knows Retirement ยท Joe Schmitz Jr.

April 30, 202421m 58s

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

Sometimes, financial advisors give advice that isn't helpful, or worse, say things that just aren't true. In this episode of Joe Knows Retirement, Joe shares eleven things he has heard financial advisors say that either aren't true for everyone or aren't true at all. From Roth conversions to income plans in retirement, Joe discusses it in this episode.

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/

๐ŸŽฅ Subscribe to our YouTube channel: https://bit.ly/430T9Lv

๐Ÿ“šGet a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html

๐ŸŸฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

๐Ÿ“ž Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/