Episode Details

Do you know the difference between a financial plan and a financial portfolio? In this episode of Joe Knows Retirement, Joe explains how you may have a portfolio, but if you're in or near retirement, you should also consider creating a plan. This plan will help you navigate the financial complexities of retirement so you can spend less time worrying about your investments and more time doing the things you love.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 

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