I hope you enjoy this one! I am not going to give it away in the description but here are the most common responses I hear from people (until they listen to this episode of course): – Tax planning – Peace of mind – Investment management – Income distribution planning – Estate planning All good answers, but all of them are wrong! Here are a few links I referenced during this episode, check them out below:

WSJ Article – Retirement Regrets 

Investment News – Why people are reluctant to hire an advisor 

Vanguard’s Advice Alpha 

Episode 21 – Purpose in Retirement

~ Kevin

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This is for general education purposes only and should not be considered as tax, legal, or investment advice.