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The DAK Financial Podcast, Episode 6 - How to Prepare for Your Retirement, A Case Study

Today, we have an episode that's a little different. We're looking at a real case study of a client that recently came into DAK Financial Group.

**Names have been changed to protect the identify of our client**

Other things we talk about in this episode

  • Be sure your financial advisor is asking the right questions

  • You don’t know, what you don’t know

  • What it’s important to have an advisor that is a fiduciary

  • Having estate planning documents in place

Questions to ask yourself

  • What is my definition of help?

  • Do I have a financial profile in place?

If you aren’t defining what help means to you, someone will define it for you.

How to get in touch with us

If you want to know more about what DAK Financial Group can do for you, send us a message on Facebook or email us here. We'd love to hear from you!

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