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What are the clear signs it’s time to stop DIYing your retirement planning?
Here are the five indicators that call for professional guidance.
Jim Kruzan, CFP®, CRPC®, unravels the complexities of retirement planning. With his wealth of experience, he explores when it’s best to transition from self-management to professional advice.
This episode offers universal insights for anyone considering a DIY approach to retirement planning.
Key discussion points include:
- The complexities of growing income and savings [00:01:21]
- The challenge of managing time as life grows busier [00:04:09]
- Emotional influences on financial decisions [00:08:32]
- Understanding the unknown pitfalls in planning [00:12:27]
- The value of getting professional help as you approach retirement [00:16:14]
- And more!
Related: Could AI Put Your Retirement at Risk? What You Need to Know Now