What are the clear signs it’s time to stop DIYing your retirement planning? 

Here are the five indicators that call for professional guidance.

Jim Kruzan, CFP®, CRPC®, unravels the complexities of retirement planning. With his wealth of experience, he explores when it’s best to transition from self-management to professional advice. 

This episode offers universal insights for anyone considering a DIY approach to retirement planning.

Key discussion points include:

• The complexities of growing income and savings [00:01:21]
• The challenge of managing time as life grows busier [00:04:09]
• Emotional influences on financial decisions [00:08:32]
• Understanding the unknown pitfalls in planning [00:12:27]
• The value of getting professional help as you approach retirement [00:16:14]
• And more!

Resources:

• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them.

Connect with Jim Kruzan: 

• (800) 638-6900
• Kaydan Wealth Management
• LinkedIn: Jim Kruzan
• LinkedIn: Kaydan Wealth Management
• Facebook: Kaydan Wealth Management
• Instagram: Kaydan Wealth Management
• YouTube: Kaydan Wealth Management
• Twitter: Kaydan Wealth Management

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