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094 - When Should People Hire a Financial Planner?
Manage episode 289385871 series 2653925
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
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episodi
Manage episode 289385871 series 2653925
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
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episodi
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