Ep. 25 - The #1 Value Add a Comprehensive Financial Planner Provides For Retirees

<p>I hope you enjoy this one! I am not going to give it away in the description but here are the most common responses I hear from people (until they listen to this episode of course): - Tax planning - Peace of mind - Investment management - Income distribution planning - Estate planning All good answers, but all of them are wrong! Here are a few links I referenced during this episode, check them out below: <a href="https://www.wsj.com/articles/retirement-regrets-investments-relationships-b67a1080" target="_blank" rel="noopener noreferer">WSJ Article - Retirement Regrets</a> <a href="https://www.investmentnews.com/why-people-are-reluctant-to-hire-an-advisor-239512#:~:text=First%2C%20the%20reputation%20of%20our,poor%20experience%20in%20the%20past" target="_blank" rel="noopener noreferer">Investment News - Why people are reluctant to hire an advisor</a> <a href="https://advisors.vanguard.com/content/dam/fas/pdfs/IARCQAA.pdf" target="_blank" rel="noopener noreferer">Vanguard&#39;s Advice Alpha</a> <a href="https://imaginefinancialsecurity.com/podcast/purpose-in-retirement/" target="_blank" rel="noopener noreferer">Episode 21 - Purpose in Retirement</a></p> <p><br></p>