

3: The Best Decade to Work with a Financial Advisor
How early is too early to start planning retirement? Should someone in their thirties look to work with a Retirement Advisor? Caleb and Riley of InvestorDNA are asking which decades in your life make the most sense to work with a Retirement Advisor and what the process may look like from decade to decade. Learn more about how to make your retirement planning more efficient and save you on taxes.
Learn more about:
- Income planning and withdrawal planning - Shifting your mindset from accumulation to decumulation - The top questions you should be asking a Retirement Advisor you are considering working with - Using the right tool for the job Memorable Quotes “You can’t control the weather, but you can control your planning”
Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts