August 31, 2017 • 55 mins
John CERTIFIED FINANCIAL PLANNER™ Benjamin Brandt, a man passionate about financial planning, as he guides us through the retirement process and helps us understand the need for our own personal retirement strategy.
Benjamin will discuss his 5 step process for vetting a financial advisor and disclose the 4 “must ask” questions to ask before hiring one. He will take us to the next realm and discuss why trusting your financial advisor is important (but not enough) and then answer the question, “Do I need two financial advisors.”
Benjamin will reveal the truth about naked investing and discuss how to develop a written financial plan built around a specific set of goals. He will discuss why taking Social Security early could be a grave mistake, reveal the 5 reasons to work one more year, and disclose 5 key things to do 5 years before retirement.
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