Retirement Planning: DIY vs Professional Guidance
Manage episode 463536690 series 3561334
In this episode Kevin discusses the complexities of retirement planning in light of political changes, particularly focusing on Social Security, the importance of communication with financial advisors, and the concept of micro retirement. He emphasizes the need for a comprehensive financial plan that considers various income sources and strategies, while also addressing the emotional aspects of transitioning into retirement. The conversation highlights the differences between DIY retirement planning and professional guidance, advocating for a proactive approach to financial readiness.
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- A retirement income strategy
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- A tax-planning strategy
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117 эпизодов