My course "Can I Retire" will help reduce your stress when it comes to retirement planning. Get it here: https://retirementplanningschool.teachable.com/p/home and don't forget there IS a 30 day money back guarantee if you're not satisfied!
https://www.wsj.com/articles/how-to-talk-retirement-savings-with-your-spouse-11622107800
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My course "Can I Retire" will help reduce your stress when it comes to retirement planning.
Get it here:
https://retirementplanningschool.teachable.com/p/home
and don't forget there IS a 30 day money back guarantee if you're not satisfied!
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https://adbl.co/35lVotF
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The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:
https://amzn.to/2LHwQpt
Strategic Money Planning: 8 Easy Ways To Put Your House In Order
https://amzn.to/2wKGi50
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My course "Can I Retire" will help reduce your stress when it comes to retirement planning.
Get it here:
https://retirementplanningschool.teachable.com/p/home
and don't forget there IS a 30 day money back guarantee if you're not satisfied!
Get my books on Audible here:
https://adbl.co/35lVotF
Want to support what I'm doing for $10 a month?
Join my SubscribeStar page!
https://www.subscribestar.com/joshscandlen
My Amazon Product page:
https://www.amazon.com/shop/heritagewealthplanning
Anything you buy there Amazon pays me a commission. Much appreciated!
GET MY BOOKS:
ALL are FREE to Kindle Unlimited Subscribers!
You Can RETIRE on SOCIAL SECURITY:
https://amzn.to/31xKFuN
The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:
https://amzn.to/2LHwQpt
Strategic Money Planning: 8 Easy Ways To Put Your House In Order
https://amzn.to/2wKGi50
GET ALL MY LATEST BLOGPOSTS:
https://heritagewealthplanning.com/blog/
...
https://www.youtube.com/watch?v=PqOFvuhKFno
As mentioned, I'm a fan of the Garrett Planning Network. Here's the link. https://www.garrettplanningnetwork.com/
I'm also a fan of XY Planning Network. Be advised, I am a member of this group, so there is some bias. https://www.xyplanningnetwork.com/
In terms of investment information, I'm a HUGE fan of Meb Faber. https://mebfaber.com/ He has a podcast which is the best in the business in my opinion.
If you are interviewing an advisor and he/she only looks at one of you, if you're a couple, that's the wrong answer.
If you are interviewing an advisor and he/she starts spouting off about their credentials, especially if they're a Certified Financial Planner, that's the wrong answer. Why? Because it's not about THEM, it's about YOU!
The very first thing he/she should do is ask about YOU, your background, what brought you to contact the person and what you want you to accomplish. Nothing, and I mean NOTHING, else matters than your needs.
If the advisor doesn't ask about your tax situation, your parents, kids, life insurance, estate plan, and only asks about investments, that's the wrong answer, as that is not financial advice.
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GET MY BOOKS:
Both are FREE to Kindle Unlimited Subscribers!
The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It
https://amzn.to/2LHwQpt
Strategic Money Planning: 8 Easy Ways To Put Your House In Order
https://amzn.to/2wKGi50
GET ALL MY LATEST BLOGPOSTS:
http://heritagewealthplanning.com/blog/
PODCAST:
https://itunes.apple.com/us/podcast/josh-scandlen-podcast/id1368065459?mt=2
http://heritagewealthplanning.com/category/podcasts/
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Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
...
https://www.youtube.com/watch?v=XZhTz5Yji88
Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.
...
https://www.youtube.com/watch?v=miq_kfu_xkQ