Wed, 22 July 2020
Having a checklist is handy when you visit your financial planner, but do you know what topics you need to discuss before you retire?
There are a myriad of things to think about, discuss and plan for before you retire. Checklists help you get organized and provide a great starting point before you go see your Certified Finical Planner ™. Today I discuss what is on my retirement plan checklist. Email me for a copy Chad@ChadBurton.com
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