Manage episode 289385871 series 2653925
Scott and James discuss when it's best for people to consider hiring a financial planner.
Planning Points Discussed
- Retirement Planning
- Tax Planning
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
2:00 - Why Hire A Financial Planner?
6:00 - How Advisors Are Different
9:30 - Tax Planning
13:11 - Emotional Thinking
15:23 - What Is Your Financial Strategy?
19:16 - Not Everyone Needs A Financial Planner
22:35 - Peace of Mind
24:32 - Finding The Right Planner For You
25:10 - Overview
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