Retirement Ready

Good Intentions and Financial Advice


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Sometimes even the best of intentions can lead you astray. When you get financial advice, it’s good to be a little cautious and consider where you are getting your information from. Everyone’s situation is a little bit different, so you need to focus on what the right thing is for you and your unique situation.

 

Look out when you hear financial information from these sources:

  • Family may try to help. (1:15)
  • Friends don’t know the whole story. (4:29)
  • A CPA should work on your taxes, not make your financial plan. (5:35)
  • Financial “experts” in the media are really entertainers. (9:40)
  •  

    Get in touch with the Peterson Financial team: https://petersonfg.com/

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    Retirement ReadyBy Eric Peterson

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