If You Can Do These Things Yourself, You May Not Need A Financial Advisor In Retirement
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
It's recommended to work with a financial planning expert when planning your retirement, but if you know these things, you may not need to. In this episode of Joe Knows Retirement, Joe talks about the five areas you should be competent in if you plan on doing your retirement planning yourself. From tax planning to investment planning to healthcare planning, he shares how you can prepare if you choose not to work with a comprehensive team.
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