7: Benefits of Hiring a Financial Advisor for Your Business

Welcome back to the Accidental CEO Podcast. In this episode, I interview Chari Rigby, an Accredited Asset Management Specialist and Financial Advisor at Raymond James. Chari discusses the importance of working with a financial advisor and how they can help individuals and business owners with their money. She explains the different options for retirement plans from previous jobs and the benefits of starting early with retirement savings. Chari also emphasizes the need to balance investing and paying off debt, and the advantages of investing money instead of keeping it in a savings account. She provides three key takeaways: prioritize saving for retirement, work with a financial advisor to create a personalized plan, and avoid keeping large sums of money in low-interest savings accounts.The Accidental CEO Podcast is more than just a podcast; it's a community of creative minds eager to transform their accidental titles into intentional successes. So, if you're passionate about what you do but unsure how to fall in love with the business side of things, let Nata guide you. Subscribe to the Accidental CEO Podcast and join a vibrant community of creative entrepreneurs ready to make their mark on the business world. Together, let's turn your passion project into your success story.TakeawaysPrioritize saving for retirement and work with a financial advisor to create a personalized plan.Balance investing and paying off debt to achieve long-term financial goals.Avoid keeping large sums of money in low-interest savings accounts and seek higher returns through investments.Misconceptions about working with a Financial AdvisorFor full show notes and resources head to photobizeducation.com/podcastMentioned in this Episodephotobizeducation.comTimeline Pro AppConnect with Chari Rigbywww.raymondjames.com/charirigbyInstagram - @cerrj2020Email: [email protected] the show