We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode When Does it Make Sense to Work with a Financial Advisor?

When Does it Make Sense to Work with a Financial Advisor?

2022/12/13
logo of podcast Ready For Retirement

Ready For Retirement

Shownotes Transcript

In this episode of Ready for Retirement, James discusses when it does (and doesn't) make sense to work with a financial planner.

**Questions Answered: **

  • When does it make most sense to consider working with a financial advisor?
  • What are the main benefits you can expect from working with a financial advisor?
  • How can your overall retirement strategy be improved by having a financial advisor?

Timestamps:00:00 - Introduction 3:05 - Cost/Benefit Decision6:36 - Cost of an Advisor11:30 - Partnering Throughout Life16:45 - History of 4% Rule23:09 - Sign of a Good Financial Life28:05 - Working With Us )

**Check out all of our podcast episodes and more on our **YouTube channel here!)****LET'S CONNECT!

  • Facebook)
  • LinkedIn)
  • Website)

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts), Stitcher), Spotify), or Google Play)

Create Your Custom Strategy ⬇️

Get Started Here.)