Jose V. Sanchez, CFP® Flat-Fee Albuquerque, NM

Jose V. Sanchez, CFP® Flat-Fee Albuquerque, NMJose V. Sanchez, CFP® Flat-Fee Albuquerque, NMJose V. Sanchez, CFP® Flat-Fee Albuquerque, NM

Jose V. Sanchez, CFP® Flat-Fee Albuquerque, NM

Jose V. Sanchez, CFP® Flat-Fee Albuquerque, NMJose V. Sanchez, CFP® Flat-Fee Albuquerque, NMJose V. Sanchez, CFP® Flat-Fee Albuquerque, NM
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HOW TO BE FINANCIALLY FEARLESS

Digital Books

Skeptical?  Not ready to move forward?  I get it.  

If you do not want to schedule a meeting... you choose to procrastinate.  Again, I get it.

However if you want more info feel free to purchase my books on Amazon or gain free access to the books and the Digital Retirement toolkit (in exchange for your email)

Find out more about the Retirement Toolkit here

Flow Charts & Checklists

Referenced in the Podcast

Important-Dates-2022 (pdf)

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What-Issues-Should-I-Consider-When-Purchasing-A-Life-Insurance-Policy-2022 (pdf)

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Important-Milestones-2022 (1) (pdf)

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Should-I-Change-My-Medicare-Coverage-During-Open-Enrollment-2022 (pdf)

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What-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents-2022 (pdf)

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What-Issues-Should-I-Consider-If-My-Spouse-Passed-Away-2022 (pdf)

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What-Issues-Should-I-Consider-When-Purchasing-Long-Term-Care-Insurance-2022 (pdf)

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Will-The-Distribution-From-My-HSA-Be-Tax-And-Penalty-Free-2022 (pdf)

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Will-Healthcare-Change-As-I-Transition-Into-Retirement-2022 (pdf)

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Sample View of our Flowcharts & Checklist

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YouTube Channel

Taxes In Retirement Educational

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