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Your financial situation is specialized, so you financial planner should be specialized. In this episode of Joe Knows Retirement, Joe talks about the difference between general financial planners and specialized financial planners. He also talks about the Midwestern Millionaire and explains how if you fall into that category, you should consider working with a financial planner who is trained for your unique situation.
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/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
Your financial situation is specialized, so you financial planner should be specialized. In this episode of Joe Knows Retirement, Joe talks about the difference between general financial planners and specialized financial planners. He also talks about the Midwestern Millionaire and explains how if you fall into that category, you should consider working with a financial planner who is trained for your unique situation.
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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