094 - When Should People Hire a Financial Planner?
An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "094 - When Should People Hire a Financial Planner?" was published on April 7, 2021 and runs 27 minutes.
April 7, 2021 ·27m · Real Personal Finance
Summary
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:...
Episode Description
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
Scott
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