When to Hire a Financial Advisor episode artwork

EPISODE · Dec 18, 2024 · 21 MIN

When to Hire a Financial Advisor

from Connecting the Dollars by Propel Financial Advisors · host Emily Agosto - Propel Financial Advisors

Major life events are great times to get personalized financial advice. Emily & Amanda believe that ongoing quality financial advice can have a greater impact than merely seeking advice for one-off events. There is a big difference between getting the advice and actually implementing it. Time stamps 3:45 Planning for retirement 6:40 Trusting in professional advice 8:49 Hiring a tax professional for the whole picture 13:12 When you should consider switching professionals. Find additional resources at Connecting The Dollars

Episode metadata supplied by the publisher feed · Published Dec 18, 2024

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When to Hire a Financial Advisor

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