Jan 01 2025 14 mins 24
Ready to retire but uncertain about your next steps? Let’s build a retirement plan you can count on. Schedule a call with Peter now.
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Is managing your finances yourself costing you more than you realize? Discover the real value a financial advisor may be able to bring to your retirement planning.
This episode explores the pros and cons of going solo in your financial journey versus partnering with a professional advisor. Using relatable analogies and real-life examples, Peter highlights how a financial advisor may be able to help you avoid costly mistakes, seize growth opportunities, and simplify your financial life. Whether you’re a do-it-yourself investor or considering professional guidance, this episode provides practical insights to help you understand if professional guidance could be a good fit for you.
Listen now and learn:
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The hidden costs and risks of do-it-yourself retirement planning.
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How financial advisors bring value beyond just managing investments.
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Practical considerations for deciding when and why to hire an advisor.
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The benefits of having a comprehensive financial plan for long-term success.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
