Are You A DIY Retirement Planner? Four Things You Need to Know [Joe Knows Retirement, Episode 67]

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Joe F. Schmitz Jr. CFP® CKA®

Joe F. Schmitz Jr. CFP® CKA®

Күн бұрын

Пікірлер: 2
@erickarnell
@erickarnell 5 ай бұрын
You can be really good at accumulating wealth, but "decumulation" is a different skill set. Dealing with taxes, Medicare, and sequence of return risks could be more complicated than earning that money in the first place.
@peakretirementplanninginc.
@peakretirementplanninginc. 5 ай бұрын
Thanks for watching, Eric! We very much agree with your statement and why we say that the earning and saving years are like going to a general practitioner and the retirement years require more so of a specialist. Going down the mountain can sometimes be more complicated than going up.
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