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Is Your Financial Planner As Specialized As You Need?
Season 1 ยท Episode 92

Is Your Financial Planner As Specialized As You Need?

Joe Knows Retirement ยท Joe Schmitz Jr.

November 9, 202416m 7s

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Show Notes

Your financial situation is specialized, so you financial planner should be specialized. In this episode of Joe Knows Retirement, Joe talks about the difference between general financial planners and specialized financial planners. He also talks about the Midwestern Millionaire and explains how if you fall into that category, you should consider working with a financial planner who is trained for your unique situation.

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