11 min listen
2776: When to Start Working With a Financial Planner - If Ever by Kathleen Coxwell of New Retirement
FromOptimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
2776: When to Start Working With a Financial Planner - If Ever by Kathleen Coxwell of New Retirement
FromOptimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
ratings:
Length:
9 minutes
Released:
Jun 28, 2024
Format:
Podcast episode
Description
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Jun 28, 2024
Format:
Podcast episode
Titles in the series (100)
639: [Part 1] A Lifetime of Riches - Is it as Simple as a Few Habits by Mr. Money Mustache: Mr. Money Mustache of MrMoneyMustache.com by Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY