The Investor Coaching Show with Paul Winkler
Business:Investing
Today, Paul talks about a meeting he had this week with a client who is receiving an inheritance close to retirement. Paul shares about planning around your retirement, an inheritance, and Social Security as well as how expensive it could be to walk through this process without a planner.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
Create your
podcast in
minutes
It is Free