When to Hire a Financial Advisor - Connecting the Dollars...

What this episode covers

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

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Frequently Asked Questions

How long is this episode of Connecting the Dollars by Propel Financial Advisors?

This episode is 21 minutes long.

When was this Connecting the Dollars by Propel Financial Advisors episode published?

This episode was published on December 18, 2024.

What is this episode about?

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...

Can I download this Connecting the Dollars by Propel Financial Advisors episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.