Should I Hire A Financial Planner?
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 585 Ratings
🗓️ 23 August 2021
⏱️ 15 minutes
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Summary
Transcript
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| 0:00.0 | Finances can be complicated, but they don't have to be. |
| 0:08.5 | I break down financial topics that may seem complex and overwhelming so you can start taking action on your financial goals. |
| 0:16.3 | I'm Ari Talbid, and it all starts here on Personal Finance Redefined. |
| 0:21.6 | Hello everybody and welcome back to another episode of the podcast. |
| 0:25.6 | Today's episode is a special one. |
| 0:27.8 | And the reason it's a special episode is because it's probably the question I get more so than any other question. |
| 0:34.8 | And that question is, should you hire a financial planner? |
| 0:38.9 | And so today's episode is all about financial planners. |
| 0:42.0 | Do you need one? |
| 0:43.4 | When don't you need one? |
| 0:45.4 | I'll walk through the most important questions |
| 0:47.3 | that you should ask when interviewing financial planners. |
| 0:50.8 | And then most importantly, I'm gonna walk through why a financial planner might help. |
| 0:57.0 | But first, when doesn't a financial planner make sense? |
| 1:01.0 | Well, you might be what's known as a do-it-yourselfer in the financial world. |
| 1:04.5 | So if you love looking at tax strategy and managing investments |
| 1:08.1 | and ensuring you're doing all the research to maximize your wealth |
| 1:12.4 | and are able to fully attach yourself from your money emotionally. And then you might understand, |
| 1:20.0 | wow, I don't need a financial planner because I'm able to attach my money and my emotions in a way |
| 1:26.7 | that doesn't contradict one another. Now that's not for |
| 1:30.0 | everyone, but there are certain people who really do love staying up to date with the most |
| 1:35.1 | recent tax law and following legislation. And if you're in that boat, well, that might be one |
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