2776: When to Start Working With a Financial Planner - If Ever by Kathleen Coxwell of New Retirement

Optimal Finance Daily - Financial Independence & Money Advice

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7d ago 9:28

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Episode 2776:

Working with a financial planner can significantly enhance your financial security and retirement happiness. Kathleen Coxwell discusses the key benefits, such as turning aspirations into achievable goals, creating strategic plans, and staying on track. Whether you're just starting or already managing your investments, professional advice or alternative tools can help optimize your financial future.

Read along with the original article(s) here: https://www.newretirement.com/retirement/when-to-start-working-with-a-financial-planner-if-ever/

Quotes to ponder:

"Turning your retirement aspirations into solid goals that you can achieve is easier said than done."

"A financial planner can help you feel about two times more secure about your finances compared to those who go it alone."

"Retirement calculators can be a very effective way of establishing a retirement plan."

Episode references:

Safeguard Investment Advisory Group LLC: https://safeguardinvestment.com/

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