2776: When to Start Working With a Financial Planner - If Ever by Kathleen Coxwell of New Retirement

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Self-improvement, Education, Business

4.5 • 1.3K Ratings

🗓️ 28 June 2024

⏱️ 9 minutes

🔗️ Recording | iTunes | RSS

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Summary

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2776: Working with a financial planner can significantly enhance your financial security and retirement happiness. Kathleen Coxwell discusses the key benefits, such as turning aspirations into achievable goals, creating strategic plans, and staying on track. Whether you're just starting or already managing your investments, professional advice or alternative tools can help optimize your financial future. Read along with the original article(s) here: https://www.newretirement.com/retirement/when-to-start-working-with-a-financial-planner-if-ever/ Quotes to ponder: "Turning your retirement aspirations into solid goals that you can achieve is easier said than done." "A financial planner can help you feel about two times more secure about your finances compared to those who go it alone." "Retirement calculators can be a very effective way of establishing a retirement plan." Episode references: Safeguard Investment Advisory Group LLC: https://safeguardinvestment.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is brought to you by Shopify.
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0:21.8	or lowercase that Shopify dot coe
0:24.2	eke slash special offer. This is optimal finance daily episode 2776 when to start
0:31.8	working with a financial planner, if ever, by Kathleen Coxwell of new retirement.com.
0:38.0	And I'm your host and personal finance enthusiast, Diana Merriam.
0:42.0	Now let's get right to today's post as we optimize your life.
0:49.0	When to start working with a financial planner, if ever, by Kathleen Coxwell of new retirement.com.
0:57.3	The benefits of working with a financial planner are widely known and convincingly supported
1:02.0	by research.
1:03.0	However, too few of us actually turned to professional help when it comes to planning.
1:08.0	A recent study by Northwestern Mutual found that only 20% of Americans have a written financial plan.
1:14.5	Another third of U.S. adults said they had no idea how much they would need during
1:19.2	retirement. You might think you don't need a financial planner or that you don't have enough assets to qualify for one.
1:25.0	The truth is, we can all benefit from a little professional advice.
1:29.0	Whether you have very little saved or if you're already well underway with your investments and savings,
	...

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