When Should I Hire A Financial Planner? - podcast episode cover

When Should I Hire A Financial Planner?

Jan 03, 202211 minEp. 55
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Episode description

Our topic on this episode of the Personal Finance Redefined podcast is about when it may make sense to hire a financial planner.

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Planning Points Discussed

  • Retirement Planning
  • Capital Appreciation
  • Purchasing Power
  • Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

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Ari Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

When Should I Hire A Financial Planner? | Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) podcast - Listen or read transcript on Metacast