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Breaking up is hard to do. In this episode of Joe Knows Retirement, Joe talks about the difficult process of breaking up with your financial advisor and shares how you can do so with kindness and firmness. He dives into how you can expect your advisor to potentially respond, and provides email templates you can use to make the process simpler.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
4.6
1515 ratings
Breaking up is hard to do. In this episode of Joe Knows Retirement, Joe talks about the difficult process of breaking up with your financial advisor and shares how you can do so with kindness and firmness. He dives into how you can expect your advisor to potentially respond, and provides email templates you can use to make the process simpler.
Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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