When it comes to retirement planning, doing it yourself can be risky. As Joe explains in this episode of Joe Knows Retirement, DIY retirement planning can lead you to miss out on both time and money in retirement. Depending on your situation, it might be worth entrusting a team of professionals with your retirement plan so you can feel more confident that you're getting the most out of the retirement you've worked your whole life for.

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#retirement #retirementplanning #rothira

Timestamps:
00:00 Intro
01:04 Advanced tax (money-saving) strategies
04:53 You don't know what you don't know
09:41 Delegation
13:41 Ensure your spouse is taken care of

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states were registered or exempt from registration.

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