Why are People not Working with a Financial professional?

04/11/2023 49 min Episodio 97
Why are People not Working with a Financial professional?

Listen "Why are People not Working with a Financial professional?"

Episode Synopsis

On this week’s show we discuss why some people are not meeting with and planning with a financial professional. We will also explain why you should be meeting and planning with a financial professional. Several case studies on today’s show lets see how our host will handle it.  If you have any questions about your retirement call Guardian Investment Advisors 800-517-1575. RMD,  Retirement, Taxes, Roth, IRA, 403B, PlanningSee omnystudio.com/listener for privacy information.