Why Your Retirement Plan Needs More Than a Spreadsheet

07/10/2025 11 min
Why Your Retirement Plan Needs More Than a Spreadsheet

Listen "Why Your Retirement Plan Needs More Than a Spreadsheet"

Episode Synopsis

Ever feel like your retirement plan is a patchwork of disconnected advice? In this episode, Mike Douglas shares why true financial planning means more than just spreadsheets and investment picks. Discover how integrating taxes, income, investments, insurance, and estate planning into one holistic strategy can simplify your life and help you avoid the pitfalls of fragmented advice. Hear real stories of clients who found peace of mind by bringing all their financial pieces together under one roof.   Schedule your complimentary appointment today: MichigansRetirementCoach.com   Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

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