If Your Advisor Isn't Doing THIS… You're Overpaying

About this episode

Joe discusses the importance of tax planning and preparation in retirement and how many advisors fail to provide full-service planning.

If your advisor isn't doing tax planning AND tax prep… you may be leaving thousands on the table. In today's episode of Joe Knows Retirement, Joe breaks down why most advisors don't offer full-service planning and what that means for YOU. Too many retirees are paying a 1% fee for investment management only… while missing out on tax strategies, Roth conversions, and coordinated planning that could dramatically improve their retirement. 🎥 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/

People in this episode

Host: Joe Schmitz Jr.

Topics covered

• tax planning
• retirement strategies
• investment management
• financial advisors
• Roth conversions

Keywords

• tax planning
• retirement
• financial advisor
• investment management
• Roth conversions
• tax strategies

Mentioned in this episode

Organizations: Kiplinger, Peak Retirement Planning

Products: 2% Club

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