Who Even Needs A Financial Advisor? - Financial Choices M...

What this episode covers

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor. Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/ Show Notes: 1:37 - Main Topic: Who Even Needs A Financial Advisor? 2:15 - You’re A Procrastinator 4:31 - You Have No Idea What To Do 7:07 - You Want To Enjoy Retirement 9:33 - Mailbag: Vicky Asks If She Should Split Her Retirement Assets 13:03 - Charles Is Now A Certified Dementia Practitioner

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 18 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on February 3, 2022.

What is this episode about?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with...

Can I download this Financial Choices Matter 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.