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094 - When Should People Hire a Financial Planner? episode artwork

EPISODE · Apr 7, 2021 · 27 MIN

094 - When Should People Hire a Financial Planner?

from Real Personal Finance · host Scott Frank and James Conole

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

What this episode covers

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:...

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Frequently Asked Questions

How long is this episode of Real Personal Finance?

This episode is 27 minutes long.

When was this Real Personal Finance episode published?

This episode was published on April 7, 2021.

What is this episode about?

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.) ...

Can I download this Real Personal Finance episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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