• Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets

  • May 30 2024
  • Length: 51 mins
  • Podcast

Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets

  • Summary

  • While we love featuring guests on the show, John and Tom take a moment in this episode to touch on a topic close to their hearts: retirement planning regrets. Drawing from their years of experience, they discuss common pitfalls and missed opportunities that clients often face in the retirement planning process. From procrastinating on tax planning to overlooking key strategies, they explore the areas where they hear people say, 'I wish I had done this sooner!'

    Important Info:

    Securus Financial: https://www.gosecurus.com/

    International Financial Advisory Group: https://www.internationalfinancial.com/

    Call John: (858) 758-9889

    Call Thomas: (973) 394-0623

    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Ep 92: Retirement 'I Wish I Had Knowns': Common Planning Regrets

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.