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Retirement planning is often perceived as more complicated than it needs to be, but working with a financial advisor can help break it down

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Content provided by Hoffman Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hoffman Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Retirement planning is often perceived as more complicated than it needs to be, but working with a financial advisor can help break it down into manageable steps. Many people rely on their employer for retirement planning, but this may not be the best option as employer plans often have limited options and lack comprehensive strategies. Engaging a financial advisor is crucial, especially for individuals with significant assets, as they can provide personalized advice and help navigate complex financial decisions. Cost should not be a deterrent, as advisor fees are typically 1% per year with no additional transactional costs. It is important for individuals to overcome hesitations and seek professional guidance to ensure a secure retirement. Visit Money Unleashed to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See omnystudio.com/listener for privacy information.
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22 episoade

Artwork
iconDistribuie
 
Manage episode 431489725 series 3561332
Content provided by Hoffman Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hoffman Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Retirement planning is often perceived as more complicated than it needs to be, but working with a financial advisor can help break it down into manageable steps. Many people rely on their employer for retirement planning, but this may not be the best option as employer plans often have limited options and lack comprehensive strategies. Engaging a financial advisor is crucial, especially for individuals with significant assets, as they can provide personalized advice and help navigate complex financial decisions. Cost should not be a deterrent, as advisor fees are typically 1% per year with no additional transactional costs. It is important for individuals to overcome hesitations and seek professional guidance to ensure a secure retirement. Visit Money Unleashed to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.See omnystudio.com/listener for privacy information.
  continue reading

22 episoade

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