2020 Dec Ebook NewPDF

IMPORTANT!!! DO NOT SKIP THIS PAGE!!!
That is the ONLY goal of the meetings. No where in there will he/she tell you
how in the world you’re going to increase your savings. Or discuss creative
retirement strategies, such as mini retirements along the way. On top of that, the
only investments they will discuss with you are paper assets (Stocks, bonds, and
mutual funds), oh and insurance products (annuities & life insurance) No
discussion of other ways to save, such as real estate, or owning a business.
The planning is typical and ordinary. Accumulate enough money, so you can
retire when you’re x years old. There is no time for creativity. Those options are
not discussed, because your planner does not get paid to use creative solutions.
They are paid to sell products. Period.
The meeting with your planner usually lasts about an hour and after that you
may meet him/her semi-annually or annually to make sure you’re on track, AKA
- make sure you don’t have any other outside assets to consolidate.
And as long as your balance is going up, you’re pretty happy, and you THINK
you’re doing enough, or at least you HOPE you are.
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