Reasons Why Some forego Working with a Financial Professional.

12/05/2024 55 min Temporada 1 Episodio 14
Reasons Why Some forego Working with a Financial Professional.

Listen "Reasons Why Some forego Working with a Financial Professional."

Episode Synopsis

On this week’s show we answer the question “ Why do people not meet with a financial planner?’” There are a number of reasons we will go over today. Planning scenarios are a good way to see how the advisor would handle situations that come up for retirees. If you have any questions concerning your retirement call Trent Miles 800-893-1719 or click here to visit the website  Retirement. Planning, Saving, 401K, Roth, Taxes, HealthcareSee omnystudio.com/listener for privacy information.