When 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
🗓️ 3 January 2022
⏱️ 11 minutes
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Summary
Transcript
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| 0:00.0 | Finance can be so confusing and overwhelming. |
| 0:06.0 | Learn the tips and strategies so you can accomplish your financial goals. |
| 0:10.0 | Let's break it all down so it's simple and easy to understand. |
| 0:14.0 | If you know me by now and you've been listening to the pod for a while, |
| 0:17.0 | you'll know I love examples as it's my favorite way to learn. |
| 0:20.0 | Please, as always, leave a review, |
| 0:22.1 | give it five stars if you found that it has been helpful. And that's it for me. Enough rambling. |
| 0:27.1 | Let's get to the episode. |
| 0:33.5 | Welcome back to the podcast. I really hope that you've all been enjoying it. Let's hop right into |
| 0:38.6 | today's episode. And as a reminder, if this has been helpful, you can go ahead and ask any |
| 0:44.3 | question you'd like. I love answering the questions. I make episodes based on what I think's |
| 0:48.5 | helpful or what listeners will request. So if you go to my website, personal finance redefined.co, I will answer your question |
| 0:56.0 | next. So let's hop right into the episode. Today's episode is all about when should I hire a |
| 1:01.3 | financial planner? And I even like to take a step back and say, should I even hire a financial |
| 1:07.1 | planner? And this might be contrary to the industry. Most people in the industry say, |
| 1:12.1 | yes, absolutely. A financial planner can always add value. The reality is I don't think a financial |
| 1:17.7 | planner is for everyone. And I'm a financial planner. And the reason that I believe that is because |
| 1:23.7 | there are certain people, and I'll get into everything in more detail in the episode, |
| 1:31.0 | but there are certain people who really love doing the financial planning. |
| 1:34.4 | They love saying, hey, what's tax law going to be next year? |
| 1:36.0 | What legislation is changing? |
| 1:38.8 | They love staying up to date on all of these strategies. |
... |
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