JF1044: What Your Financial Planner Isn’t Telling you About Retirement

Charlie started out as a real estate agent, but wasn’t fulfilled. After becoming a financial advisor, he found a better way to plan for retirement. He’s destroying the sacred cows of “make a large down payment and pay off your mortgage as soon as possible”.  Listen in to hear how he advises to plan for your retirement, which includes making better returns than the stock market while also keeping it safer! If you enjoyed today’s episode remember to subscribe in iTunes and leave us a review!

 

Best Ever Tweet:

If you told a bank or an insurance company they should  be debt free, they would laugh in your face

 

Charlie Jewett Real Estate Background:

• Owner of Jewett Wealth Management and Member of The Estate Planning Team
• Host of The Renovating Retirement Podcast
• Financial Advisor specialist and insurance services
• Author of Renovating Retirement
• Based in San Diego, California
• Say hi to him at www.jewettwealth.com/
• Best Ever Book: The Power of 0%

 

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