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Podcast: Retire Today
Episode: Podcast 25 — Tales From the Dark Side of Planning: Part 1
Description: With 17 years of financial planning experience, Jeremy Keil has seen it all — including clients he wishes he had met a little earlier so that he could have helped them avoid some major planning pitfalls.
In this episode, Jeremy kicks off a new running series on some of these clients, sharing their stories about the planning lessons they had to learn the hard way in hopes that you can learn from, and avoid, making the same mistakes.
In this episode, you’ll learn:
What you could be missing out on with a black-and-white social security mind...