Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know whom to trust, so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.

Show Notes

1:37 - Main Topic: Who Even Needs A Financial Advisor?

2:15 - You’re A Procrastinator

4:31 - You Have No Idea What To Do

7:07 - You Want To Enjoy Retirement

9:33 - Mailbag: Vicky Asks If She Should Split Her Retirement Assets

13:03 - Charles Is Now A Certified Dementia Practitioner

Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.