When It's Time to Work with a Financial Professional

When is it time to start working with a financial professional? Do you ever need to hire one? And, maybe more importantly, what are telltale signs of a good (or bad) one? This week’s episode breaks it down so you can make sense of the decision—featuring not one, but two financial pros who hold the esteemed CFP® certification: Shelby Ferstl and Eric Jones. 🤑 Interested in working with a potential Money with Katie-aligned financial professional? Fill out this form here. Transcripts, show notes, resources, and more can be found at: https://moneywithkatie.com/when-its-time-to-work-with-a-financial-professional. — The information presented is solely for informational purposes. The information, statements, comments, views, and opinions expressed in this podcast do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action. The views or opinions expressed in the podcast are my views, or Shelby’s personal views, and do not reflect the opinions and beliefs of the podcast, its affiliates, my employer, or Shelby’s employer, or any other person.The podcast does not undertake any duty to publicly or otherwise update or revise any disseminated information. Learn more about your ad choices. Visit megaphone.fm/adchoices