
Sign up to save your podcasts
Or


Some retirees who try to DIY their retirement plan might seek out a one-time plan from a financial advisor. But while one-time plans can be helpful, they're not typically as helpful as ongoing plans. In this episode of Joe Knows Retirement, Joe shares the reasons why one-time plans might leave you needing more, and how ongoing plans might instead help provide the comprehensive care you're looking for.
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
Some retirees who try to DIY their retirement plan might seek out a one-time plan from a financial advisor. But while one-time plans can be helpful, they're not typically as helpful as ongoing plans. In this episode of Joe Knows Retirement, Joe shares the reasons why one-time plans might leave you needing more, and how ongoing plans might instead help provide the comprehensive care you're looking for.
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/

1,956 Listeners

450 Listeners

816 Listeners

1,312 Listeners

454 Listeners

543 Listeners

752 Listeners

557 Listeners

694 Listeners

348 Listeners

828 Listeners

200 Listeners

597 Listeners

438 Listeners

1,062 Listeners