When to Hire a Financial Advisor

Episode 60 of the Connecting the Dollars by Propel Financial Advisors podcast, hosted by Emily Agosto - Propel Financial Advisors, titled "When to Hire a Financial Advisor" was published on December 18, 2024 and runs 21 minutes.

December 18, 2024 ·21m · Connecting the Dollars by Propel Financial Advisors

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Summary

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 Description

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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