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The Financial Advisor Threshold: When Is It Time to Hire a Professional?

EPISODE · Jun 19, 2024 · 22 MIN

The Financial Advisor Threshold: When Is It Time to Hire a Professional?

from MoneyRx for CRNAs and NPs · host Brett Fellows, CFP®

In this episode, host Brett Fellows addresses a common question from prospective CRNA clients: what is the minimum investment required to work with a financial advisor? Using real-life examples of two CRNAs at different career stages, Brett explains how to find the right type of advisor that aligns with your financial situation and goals. [04:14] Understanding the various types of financial advisors. [06:07] Exploring real-life scenarios: Sarah and Mark. [09:21] The best time to seek financial advice. [14:44] Breaking down the cost of hiring a financial advisor. For more information and resources related to this episode, please visit the show notes.

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The Financial Advisor Threshold: When Is It Time to Hire a Professional?

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This episode is 22 minutes long.

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This episode was published on June 19, 2024.

What is this episode about?

In this episode, host Brett Fellows addresses a common question from prospective CRNA clients: what is the minimum investment required to work with a financial advisor? Using real-life examples of two CRNAs at different career stages, Brett explains...

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