The Investor Coaching Show with Paul Winkler
Business:Investing
Chad Henson returns from some time off, and he and Paul dive into a conversation about how planning for retirement and a vacation can be similar. Paul has Chad walk specifically through his planning process with a new client from the beginning as they demystify the planning process. Listen along to hear why retirement is too important just to hope everything will work itself out. You need to have someone who knows your goals and your financial situation and can help you avoid any costly mistakes.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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