094 - When Should People Hire a Financial Planner?

Real Personal Finance

المحتوى المقدم من Scott Frank and James Conole, Scott Frank, and James Conole. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Scott Frank and James Conole, Scott Frank, and James Conole أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

3y ago 27:13

MP3•منزل الحلقة

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!

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Scott

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