Dave Chilton
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Appearances Over Time
Podcast Appearances
I think it's the one time in your life you have to get financial planning advice for sure.
Even if you're a good DR wire, you want to watch the Dave Chilton's, you want to watch Brian, et cetera.
You're still sitting down with an expert, having them look at all of these accounts.
To your point, there's a lot of them.
I think that's a no brainer move for most people.
Okay, I want to really hit this because I just had this happen a couple weeks ago with a good friend of mine.
Grew up with him, high school on.
Sent him to one of the top fee-only, advice-only financial planners.
He said exactly what you did there.
Not only is he in a better position, knows what he can do mathematically, he just feels so much more at ease.
Psychologically, having a plan, seeing the numbers, having a contingency plan, all of it has made him, this sounds dramatic, happier.
He's enjoying his retirement more because he's much less stressed about money.
And I don't know about you.
I don't know how many plans you see, but man, a lot of these advice only planners have gotten good.
Holy smokers.
Like I see some of these plans and I think, wow, this is impressive from the tax planning to the estate planning.
to the insurance needs analysis.
It's all there.
And I look at the cost, which is only a few thousand dollars in most instances.
And I think this seems to me to be a fantastic deal.