What are the clear signs it’s time to stop DIYing your retirement planning? 

Here are the five indicators that call for professional guidance.

Jim Kruzan, CFP®, CRPC®, unravels the complexities of retirement planning. With his wealth of experience, he explores when it’s best to transition from self-management to professional advice. 

This episode offers universal insights for anyone considering a DIY approach to retirement planning.

Key discussion points include:

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• The complexities of growing income and savings [00:01:21]
  
• The challenge of managing time as life grows busier [00:04:09]
  
• Emotional influences on financial decisions [00:08:32]
  
• Understanding the unknown pitfalls in planning [00:12:27]
  
• The value of getting professional help as you approach retirement [00:16:14]
  
• And more!
  

Resources:

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• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them.
  

Connect with Jim Kruzan: 

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• (800) 638-6900
  
• Kaydan Wealth Management
  
• LinkedIn: Jim Kruzan
  
• LinkedIn: Kaydan Wealth Management
  
• Facebook: Kaydan Wealth Management
  
• Instagram: Kaydan Wealth Management
  
• YouTube: Kaydan Wealth Management
  
• Twitter: Kaydan Wealth Management