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Signs That You Need a Retirement Planner
Manage episode 403748367 series 3423688
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Every successful financial story begins with a clear understanding of where you want to go and how you’re going to get there. Think of it like taking a road trip, where you need gas in the tank, air in the tires, and a GPS to help you stay on track. Without a proper plan, it can be easy to lose your way.
While many people try to take the DIY approach to financial planning or think that diversification alone will put them on the right track for retirement, there’s much more that goes into turning your nest egg into a sustainable lifestyle. Stay tuned as we share some dangers to look out for and cover the key signs that indicate you need the help of a retirement planner.
Here’s what we discuss in today’s show:
- Should retirement planning be a do-it-yourself kind of job?
- The importance of knowing where you are on your retirement journey
- Having a concrete income plan + optimizing your investments
- The dangers of not having your portfolio analyzed by a retirement planner
- Some signs that you need to meet with a financial professional
Key Takeaway
"If you don't have a clear strategy for what you want your retirement to look like, it can be easy to lose your way."
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
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