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What exactly do financial planners do?
Explore valuable insights into retirement planning with Dennis O’Keefe, a seasoned, certified financial planner with over 30 years of experience. Whether you’ve been retired for years or on the verge of retirement, or are wondering how to plan for your someday retirement, this podcast is your go-to guide.
Tune in as Dennis covers:
- The essence of a true financial planner vs. the common misconceptions [00:02:00]
- The five pillars of financial planning: retirement, investments, income taxes, estate planning, and asset protection [00:15:00]
- Real stories and the nuanced financial planning process that starts with a friendly chat and evolves into a customized strategy [00:30:00]
- How staying proactive with adjustments and engaging in the OODA loop helps keep your financial plan relevant [01:25:00]
- And more
Related: Automated Investing: Is It Right for You? The Pros & Cons