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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Thursday Sep 01, 2022
Thursday Sep 01, 2022
Today, Paul talks about a meeting he had this week with a client who is receiving an inheritance close to retirement. Paul shares about planning around your retirement, an inheritance, and Social Security as well as how expensive it could be to walk through this process without a planner.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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