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Ready For Retirement

When Does it Make Sense to Work with a Financial Advisor?

Dec 13, 2022 · 29 min · Episode 141 · 21.2 MB
0:00-29:25

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In this episode of Ready for Retirement, James discusses when it does (and doesn't) make sense to work with a financial planner.

Questions Answered: 

  • When does it make most sense to consider working with a financial advisor?
  • What are the main benefits you can expect from working with a financial advisor?
  • How can your overall retirement strategy be improved by having a financial advisor?

Timestamps:
00:00 - Introduction
3:05 - Cost/Benefit Decision
6:36 - Cost of an Advisor
11:30 - Partnering Throughout Life
16:45 - History of 4% Rule
23:09 - Sign of a Good Financial Life
28:05 - Working With Us 

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