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Hire a Financial Planner Before You Think You Need One
Автор: Dave Zaegel
Загружено: 2025-10-20
Просмотров: 49
Описание:
In this episode, I share why engaging a financial planner early — even before retirement — can make all the difference. Many people wait until they’re already overwhelmed or unsure about big decisions, but planning ahead brings clarity, confidence, and opportunities for strategy. I’ll walk through key planning tools like Roth IRA conversions and qualified charitable distributions, and why timing matters.
If you’re a few years away from retirement, this episode is for you — it’s never too early to build that trusted relationship and feel peace about your plan.
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