EPISODE · Feb 17, 2022 · 24 MIN
Who Even Needs a Financial Advisor?
from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske
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. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://PathfinderChat.com
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. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://PathfinderChat.com
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Who Even Needs a Financial Advisor?
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