Episode 9 – The Benefits of Financial Planning: Part 1



“Will I be prepared to retire at age ___?”

 A financial advisor can help you answer that question AND show you how to get there.

In this new mini-series, Mike Guarino explains the benefits of financial planning. You will learn how an advisor can help you articulate your goals and figure out if they’re realistic for your retirement timeline.

In this episode, you will learn:

  • The five steps of financial planning 
  • The benefits of outsourcing your financial planning
  • The differences between goals, wants, and wishes
  • And more!

Tune in now to learn about the many perks of financial planning!

Resources:  Mike Guarino | Guarino Wealth Management