When to Hire a Financial Planner for Retirement? “the guys that got you here may not be the same ones to get you there”

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"Financial security is not just about having enough; it’s about ensuring that your plan can weather the storms of life."

Chapters 
0:00 - Podcast Introduction 
0:30 - Understanding the Importance of a Written Retirement Plan 
2:15 - Separating Assets for Income and Growth 
3:13 - Essential Tax Planning for Retirement 
6:45 - The Role of a Financial Planner in Retirement 
8:44 - Common Mistakes in Retirement Planning 
11:00 - The Value of a Fiduciary Advisor 
12:10 - Social Security Maximization Strategies 
13:23 - Real-Life Client Success Stories 
18:35 - How to Spot Gaps in Your Retirement Plan 
21:40 - Health Tip: The Power of Oregano Oil 
23:00 - Recap & Final Thoughts

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Get More from CD Financial: Looking for personalized advice? Schedule a consultation with Charles to tailor a plan that suits your unique financial situation. https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call

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