Скачать или смотреть What DIYers Overlook in Retirement Planning - America's Wealth Management Show

On America’s Wealth Management Show, Dean Barber and Bud Kasper frequently talk about the things that you need to build a solid retirement foundation. They don’t want you to let your hard-earned money slip through the cracks. So, pay close attention as they share some of the dangers of taking a DIY approach to retirement planning. Retirement planning is a complex process. Even the most experienced DIYer can struggle with it. It’s our goal to get you heading in the right direction for retirement.

Timestamps:
00:00 - Introduction
01:35 - The Internet and Financial Advisors
02:36 - Top 3 Things DIYers Overlook
05:27 – Involving Your Spouse
11:38 - More Items DIYers Overlook
13:07 - The Power of a CFP® & CPA Combined
15:17 - A DIYer Survey on Financial Planning
17:36 - Planning for Your Heirs and Estate
21:07 - What We Learned Today

More on this episode: https://modwm.com/diy-retirement-plan...

Schedule: https://www.modwm.com/meet-with-us/?u...
Start Planning: https://www.modwm.com/retirement-plan...

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Check out our other podcast!
The Guided Retirement Show:    / theguidedretirementshow