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When Does it Make Sense to Work with a Financial Advisor?

EPISODE · Dec 13, 2022 · 29 MIN

When Does it Make Sense to Work with a Financial Advisor?

from Ready For Retirement · host James Conole, CFP®

In this episode of Ready for Retirement, James discusses when it does (and doesn't) make sense to work with a financial planner.Questions Answered: When does it make most sense to consider working with a financial advisor?What are the main benefits you can expect from working with a financial advisor?How can your overall retirement strategy be improved by having a financial advisor?Timestamps:00:00 - Introduction 3:05 - Cost/Benefit Decision6:36 - Cost of an Advisor11:30 - Partnering Throughout Life16:45 - History of 4% Rule23:09 - Sign of a Good Financial Life28:05 - Working With Us Check out all of our podcast episodes and more on our YouTube channel here!LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

What this episode covers

In this episode of Ready for Retirement, James discusses when it does (and doesn't) make sense to work with a financial planner. Questions Answered: When does it make most sense to consider working with a financial advisor?What are the main benefits you can expect from working with a financial advisor?How can your overall retirement strategy be improved by having a financial advisor?Timestamps: 00:00 - Introduction 3:05 - Cost/Benefit Decision 6:36 - Cost of an Advisor 11:30 - Partneri...

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Frequently Asked Questions

How long is this episode of Ready For Retirement?

This episode is 29 minutes long.

When was this Ready For Retirement episode published?

This episode was published on December 13, 2022.

What is this episode about?

In this episode of Ready for Retirement, James discusses when it does (and doesn't) make sense to work with a financial planner.Questions Answered: When does it make most sense to consider working with a financial advisor?What are the main benefits...

Can I download this Ready For Retirement episode?

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