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
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.