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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Should I Hire A Financial Planner?

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Ari Taublieb, CFP®, MBA

Retirement Planning, Save On Taxes, Careers, Personal Finance, Retirement, How To Retire, Business, Real Estate Investing, Investing, Stock Investing, Early Retirement, Entrepreneurship

4.7585 Ratings

🗓️ 23 August 2021

⏱️ 15 minutes

🧾️ Download transcript

Summary

Our topic on this episode of the Personal Finance Redefined podcast is about understanding if you should hire a financial planner. Questions discussed: When should I hire a financial planner? What are the pros and cons? Does everyone need one? What should I invest in for my financial goals? Interested In Working With Ari? Schedule Your Free Consultation Call Here Let's Connect! WebsiteLinkedInInstagramENJOY THE SHOW? Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, ...

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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