Скачать или смотреть I Have a DIY Retirement Plan – Do I Need a Financial Planner?

#retirement #wealth #financialfreedom

You've worked a lifetime, and retirement is supposed to bring a feeling of independence and freedom. Are you positive that you're on track to enjoy the freedom retirement has to offer?

Each stage in your life brings with it different financial goals and challenges, and may of us aren't prepared for the unique challenges finances in your retirement years bring. Join Chris Heerlein, of REAP Financial in Austin,TX, as he discusses why working with a fiducuiary advisor is key to may family's success in retirement.

00:00 - 01:04 Introduction: The Importance of Retirement Planning
01:04 - 01:47 The Shift from DIY Investing to Retirement Planning
01:47 - 02:43 The Importance of Tax Efficiency in Retirement
02:43 - 03:38 Risk Management in Retirement
03:38 - 04:33 The Value of a Comprehensive Fiduciary Advisory Team
04:33 - 05:26 Evaluating Advisor Fees and Justification
05:26 - 06:13 The Most Important Hire of Your Life: A Financial Advisor

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