Bad Retirement Advice I've Seen (Real Client Story)
About this episode
Joe discusses a real client story highlighting bad retirement advice from another financial firm.
Most financial advisors sound great, but that doesn't mean they're actually giving you the right advice. In today's episode of Joe Knows Retirement, Joe breaks down a real client story where another firm made recommendations that raised serious concerns. From pushing products too early, to high fees, to lack of real tax planning, this is what you NEED to watch out for. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/why-some-financial-planners-avoid-tax-planning 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
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