094 - When Should People Hire a Financial Planner?

Real Personal Finance

Apr 07, 2021•27 min

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Episode description

Scott and James discuss when it's best for people to consider hiring a financial planner.

Planning Points Discussed

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

Episodes Mentioned

Episode 56: What Is The Value Of Working With A Financial Planner?

Episode 57: What Questions Should I Ask When Hiring A Financial Planner?

Timestamps:

2:00 - Why Hire A Financial Planner?

6:00 - How Advisors Are Different

9:30 - Tax Planning

13:11 - Emotional Thinking

15:23 - What Is Your Financial Strategy?

19:16 - Not Everyone Needs A Financial Planner

22:35 - Peace of Mind

24:32 - Finding The Right Planner For You

25:10 - Overview

LET'S CONNECT!

James

Facebook LinkedIn Website

Scott

Facebook Twitter Website

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