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Financial Feminist

105. Ask Tori: Do I Need a Financial Advisor?

Financial Feminist

Her First $100K

Self-improvement, Education, How To, Business

4.76.2K Ratings

🗓️ 3 August 2023

⏱️ 34 minutes

🧾️ Download transcript

Summary

How do you know if it’s time to hire a financial advisor? Do you even need one to start investing in the first place? And what do you do if you’re already working with one and realize you don’t need to anymore? Today, we’re reaching into the (voice)mail bag and pulling out some of your biggest questions about financial advisors. In this episode, Tori walks you through situations where it might be useful to have a financial advisor, what questions and qualifications to ask for, and how to field those awkward sales pitches from friends and family members. Read transcripts, learn more about our guests and sponsors, and get more resources at: https://herfirst100k.com/start-here-financial-feminist-podcast Not sure where to start on your financial journey? Take our FREE money personality quiz! https://herfirst100k.com/quiz Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

I'm Professor Noel Fitzpatrick, and as a vet, I know you want the best care for your

0:05.7

animal companion.

0:07.2

Pet insurance can help, but you need to choose wisely as not all policies are the same.

0:12.3

Pet plan aims to pay claims quickly and without a fuss, and that's one reason why so many

0:17.7

vets work with them.

0:19.2

Get your pet the best veterinary care.

0:21.6

Save 10% on new policies when you ensure at petplan.co.uk.

0:26.2

The reason she's applied fits all need her as an appointed representative of pet plan

0:29.5

limited.

0:30.5

This is the sound of a grade 8's harpest, who also has time to run their own bakery.

0:36.9

Thanks to Intuit Quickbox automated invoice reminders, she never has to chase payments.

0:42.6

So suppliers can never pull on her strings.

0:45.8

Get peace of mind, get Quickbox, not available on self-employed.

0:56.2

Hi, financial feminists.

1:05.2

Welcome back to the show.

1:06.2

I had coffee today, and I don't normally do that.

1:10.1

I've had coffee twice this week actually, and the fun fact about me during the coffee is

1:14.2

I feel like I can see sounds and lift a car after a couple hours of that, where I'm basically

1:19.6

Michael Scott on pretzel day.

1:21.2

I have to crash, and I get super anxious, and then I start crying.

1:27.5

And this is the cycle of me on caffeine and coffee, which for many reasons is why I do

1:32.5

not participate in the harder drugs, because if caffeine does this to me, I am scared to

...

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