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One-Time Financial Plan vs. Ongoing Plan: What's The Difference? [Episode 57]
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Some retirees who try to DIY their retirement plan might seek out a one-time plan from a financial advisor. But while one-time plans can be helpful, they're not typically as helpful as ongoing plans. In this episode of Joe Knows Retirement, Joe shares the reasons why one-time plans might leave you needing more, and how ongoing plans might instead help provide the comprehensive care you're looking for.
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