John Mason, CFP®, discusses the do-it-yourself community and the potential pitfalls of insourcing your financial plan.
ℹ️ About the Episode:
• Benefits knowledge is not retirement experience.
• We have experience helping thousands of people retire since 1987.
• You might prefer the DIY approach, but is your spouse equally engaged?
• Consider outsourcing the thinking/advice regarding your financial plan.
• Consider hiring a financial planner to help you in your retirement journey.