Retirement planning is very much like putting together a jigsaw puzzle and figuring out how to make every piece fit together.
When you put together a comprehensive plan, there are so many different items that you need to review and prepare for, and that’s not easy to do. It’s important that you work with a professional that is a retirement planner that can help you see the full picture and piece it all together.
In this episode, Toni and Tad will explain our process and how we help put together the retirement jigsaw puzzle for our clients.
Here’s some of what you’ll learn in this episode:
· First thing you have to do is look at the big picture. (0:23)
· You need to be working with someone that can look at every piece to help you put it all together. (2:14)
· We meet so many people that have many unresolved issues. (8:10)
· Organizing the pieces to make it easier to find what you need. (12:28)
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
