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

When 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

🗓️ 3 January 2022

⏱️ 11 minutes

🧾️ Download transcript

Summary

Our topic on this episode of the Personal Finance Redefined podcast is about when it may make sense to hire a financial planner. We're on YouTube! Planning Points Discussed Retirement PlanningCapital AppreciationPurchasing PowerOther issues (Roth IRAs, Inflation, Financial Goals, etc.)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, or Goog...

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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