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Mike dives into the disconnect many people have regarding the time spent planning vacations versus planning for retirement. He explains the role of financial advisors and the value of comprehensive financial planning, which includes understanding taxes, estate planning, and income management.
Mike also shares insights on client engagement and the importance of ongoing support in retirement planning.
Need a second opinion on your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!
See omnystudio.com/listener for privacy information.
5
22 ratings
Mike dives into the disconnect many people have regarding the time spent planning vacations versus planning for retirement. He explains the role of financial advisors and the value of comprehensive financial planning, which includes understanding taxes, estate planning, and income management.
Mike also shares insights on client engagement and the importance of ongoing support in retirement planning.
Need a second opinion on your retirement plan? Visit MichigansRetirementCoach.com to connect with Mike and his team today!
See omnystudio.com/listener for privacy information.
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