1395: Do You Need a Financial Advisor by Darrow Kirkpatrick of Can I Retire Yet

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Self-improvement, Education, Business

4.5 • 1.3K Ratings

🗓️ 3 January 2021

⏱️ 8 minutes

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Summary

Darrow Kirkpatrick of Can I Retire Yet helps you figure out whether or not you need a financial advisor. Episode 1395: Do You Need a Financial Advisor by Darrow Kirkpatrick of Can I Retire Yet Darrow Kirkpatrick is the founder of CanIRetireYet.com. He began serious investing in his mid-30s and retired at age 50. He's not a dot com millionaire and didn't become financially independent by flipping real estate or trading hot stocks. He did it the traditional way: hard work, frugality, prudent investing, and patience. When it comes to personal finance, his top priorities are simplicity, reliability, and safety. Now his mission is to help others become financially independent as he did. More recently, Chris Mamula has been managing the blog and he's a frequent writer on the site. Chris used principles of traditional retirement planning, combined with creative lifestyle design, to retire from a career as a physical therapist at age 41. After poor experiences with the financial industry early in his professional life, he educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design. The original post is located here: https://www.caniretireyet.com/book-excerpt-need-financial-advisor/ Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is optimal finance daily episode 1395.
0:04.0	Do you need a financial advisor?
0:06.0	By Darrow Kirkpatrick of can I retire yet.com.
0:10.0	And I'm your host and personal finance enthusiast, Diana Merriam.
0:14.4	This is the show where I serennage you with the sweet sounds of personal finance knowledge
0:19.1	from some of the best blogs on the planet,
0:21.8	with the author's permission, of course.
0:24.0	And before we get to it, I wanted to point out that we have a weekly newsletter sharing tips,
0:28.9	tricks, advice, inspirational quotes, and more.
0:31.7	It's a great way to show your support and totally free.
0:35.0	Just enter your email address at oled Podcast.com to join.
0:39.3	Recently in the newsletter, I shared my new found love of paint by numbers as a great way to pass the time
0:45.0	while I'm listening to podcasts since I no longer have a commute so I highly
0:49.2	recommend paint by numbers as well as our weekly newsletter.
0:53.0	But for now, let's get right to today's post
0:55.5	as we optimize your life.
0:57.8	Do you need a financial advisor by Daro Kirkpatrick of can I retire yet.com
1:07.0	You've thought through your retirement expenses and income.
1:11.0	You've been introduced to the basic math principles
1:14.1	underlying retirement analysis. Where do you go from there? Can you proceed on your
1:19.6	own or do you need help? I'm a strong believer inyou-it-yourself retirement. I think most people have the ability if they can
1:27.3	invest the time, but I don't discount the value of professional advice in all situations.
	...

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