Joe Knows Retirement

DIY Retirement Planning? 4 Reasons to Hire an Advisor


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You've done everything right. You saved. You invested. You built a pension. But many of the best DIY retirees we see eventually reach a point where working with an advisor simply makes more sense. In this video, Joe breaks down 4 real reasons highly disciplined DIY investors decide to partner with a retirement planning team and why many tell us six months later it was one of the best decisions they made.

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Joe Knows RetirementBy Joe Schmitz Jr., CFP® ChFC® CKA®

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