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Listen "Going Beyond The Numbers"
Episode Synopsis
In today's episode I host fellow financial planner Thomas Cook CFP®, EA as we discuss why retirement planning is about so much more than just getting the numbers right.
Listen in as we discuss why we think it's so valuable for retirees to have meaningful money conversations before implementing investment or tax plans, and be sure to stay tuned to the end as Thomas and I also discuss what questions we would ask if we were hiring a financial advisor.
Listen in as we discuss why we think it's so valuable for retirees to have meaningful money conversations before implementing investment or tax plans, and be sure to stay tuned to the end as Thomas and I also discuss what questions we would ask if we were hiring a financial advisor.
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