EPISODE · Sep 23, 2025 · 21 MIN
When Should I Hire a Financial Planner?
from The Millionaire Insider Podcast · host Annette Bau, CFP®;
People often ask me when they should hire a financial planner. The answer depends on each individual. Today, we discuss the considerations and insights that help you determine if and when to hire a financial advisor. In this episode, you will learn: >> (1:58) One of the most common reasons people don't hire a financial planner >> (6:00) Where to start if you don't have a plan >> (8:48) What a financial planner will do for you >> (11:45) How to find the right planner for your situation >> (15:00) Real-life cases on the timing of hiring a financial planner Hiring an advisor is a major decision that requires careful consideration. Today, you will learn several insights to help you get the support you need when you need it. Enjoy the episode. Links Referenced in the Show: The Retirement Planning Checklist: https://themillionaireinsider.com/rpc Request Support from our Team: https://themillionaireinsider.com/sr Get your Free Financial Checkup: https://themillionaireinsider.com/fc Show notes and more information: https://themillionaireinsider.com/129 This information is for educational purposes only and is not intended to provide financial, investment, or planning advice.
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When Should I Hire a Financial Planner?
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