094 - When Should People Hire a Financial Planner?

27:14
 
Compartilhar
 

Manage episode 289385871 series 2653925
Por James Conole and Scott Frank descoberto pelo Player FM e nossa comunidade - Os direitos autorais são de propriedade do editor, não do Player FM, e o áudio é transmitido diretamente de seus servidores. Toque no botão Assinar para acompanhar as atualizações no Player FM, ou copie a feed URL em outros aplicativos de podcast.

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.)

Episodes Mentioned

Episode 56: What Is The Value Of Working With A Financial Planner?

Episode 57: What Questions Should I Ask When Hiring A Financial Planner?

Timestamps:

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

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

ENJOY THE SHOW?

Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Leave us a review on iTunes.

Have a money question you want us to answer? Submit one here

98 episódios