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
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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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094 - When Should People Hire a Financial Planner?
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