EPISODE · Sep 12, 2025 · 29 MIN
Ep 37 - When, Why and How to Hire a Financial Planner
from Playbook of the Wealthy · host Playbook of the Wealthy
Hosts Dave Grant and Heather Townsend discuss the importance of hiring a financial advisor and the criteria to consider.Not everyone needs a financial advisor so it's important to understand when it's necessary. They discuss the value of fee-only, fiduciary, and CFP-certified advisors. They offer real-life examples of when to seek financial advice. The role of financial advisors in enhancing portfolio returns. The importance of transparency and accountability in client-advisor relationships.Personal Insights: Heather shares her passion for cars and how financial planning feels like a sport to her.Send your questions to [email protected]#FinancialAdvice #RetirementPlanning #WealthManagement
What this episode covers
Hosts Dave Grant and Heather Townsend discuss the importance of hiring a financial advisor and the criteria to consider.Not everyone needs a financial advisor so it's important to understand when it's necessary. They discuss the value of fee-only, fiduciary, and CFP-certified advisors. They offer real-life examples of when to seek financial advice. The role of financial advisors in enhancing portfolio returns. The importance of transparency and accountability in client-advisor relationships.Personal Insights: Heather shares her passion for cars and how financial planning feels like a sport to her.Send your questions to [email protected]#FinancialAdvice #RetirementPlanning #WealthManagement
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Ep 37 - When, Why and How to Hire a Financial Planner
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