Financial Advisors Say Some Crazy Stuff... [Episode 49]

30/04/2024 21 min Temporada 1 Episodio 49
Financial Advisors Say Some Crazy Stuff... [Episode 49]

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Episode Synopsis

Sometimes, financial advisors give advice that isn't helpful, or worse, say things that just aren't true. In this episode of Joe Knows Retirement, Joe shares eleven things he has heard financial advisors say that either aren't true for everyone or aren't true at all. From Roth conversions to income plans in retirement, Joe discusses it in this episode. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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