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When Should I Hire a Financial Planner? – Ep129

When Should I Hire a Financial Planner

by: Annette Bau, CFP®

People often ask me when they should hire a financial planner. The answer depends on each individual. Today, we discuss the considerations and insights that help you determine if and when to hire a financial advisor.

Wealth Inside and Out® Podcast: “When Should I Hire a Financial Planner?”

In this episode, you will learn:Retirement Plan Checklist
>> (1:58) One of the most common reasons people don’t hire a financial planner
>> (6:00) Where to start if you don’t have a plan
>> (8:48) What a financial planner will do for you
>> (11:45) How to find the right planner for your situation
>> (15:00) Real-life cases on the timing of hiring a financial planner

Conclusion – “When Should I Hire a Financial Planner?”

Hiring an advisor is a major decision that requires careful consideration. Today, you will learn several insights to help create a plan and get the support you need when you need it.

Enjoy the episode.

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TheMillionaireInsider.com® copyrights all materials and intellectual property.

This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

Always consult with a qualified professional before making any financial decisions or changes.

To your financially secure life,

Annette

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Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

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