Worried about planning mistakes but don't want to pay the annual fees of a Financial Planner?

Worried about planning mistakes but don't want to pay the annual fees of a Financial Planner?

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Publish Date:
7 June, 2024
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

Do I have enough money to retire? How much can I spend? These questions can be overwhelming for someone close to or in retirement. Should you create your own plan or pay an advisor an annual fee for professional advice? Or is there a 3rd option? Can I retire now. Retirement planning.
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_*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor*
Retirement Tool Link I reference and highly recommend -- New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years).

https://www.newretirement.com/?nr_product=NRC&nr_a=35&nr_medium=affiliate&utm_source=35&utm_medium=affiliate
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Need a CFP to create your retirement plan for a one time fee? My Recommendation: Neil Fortwendel (812) 471-2492. Neil created my plan. Plan updates as you wish for a smaller fee. Check Neil out on Facebook and LinkedIn.
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*DO NOT GO IT ALONE!!!!!!!*
*Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor*
No obligation. Get answers to your questions. Get an expert to look at your plan.

http://moneypickle.com/joekuhn
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*Plant Manager, Maintenance Manager and Career Consulting -- 1 hour virtual via Teams/Cell Phone*
https://sowl.co/s/bQifp
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RECOMMENDED FINANCIAL ADVISOR - Assets under Management or one time plan creation
Neil Fortwendel with Northwestern Mutual ph: 812 471 2492

Video by Lean Driven Reliability LLC
This is not investment advice. For entertainment ONLY. Seek professional help to understand your unique situation.

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