Ep 37 - When, Why and How to Hire a Financial Planner
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Ep 37 - When, Why and How to Hire a Financial Planner
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Hosts Dave Grant and Heather Townsend discuss the importance of hiring a financial advisor and the criteria to consider.
Not everyone needs a financial advisor so it's important to understand when it's necessary. They discuss the value of fee-only, fiduciary, and CFP-certified advisors. They offer real-life examples of when to seek financial advice. The role of financial advisors in enhancing portfolio returns. The importance of transparency and accountability in client-advisor relationships.
Personal Insights: Heather shares her passion for cars and how financial planning feels like a sport to her.
Send your questions to hello@playbookotw.com
#FinancialAdvice #RetirementPlanning #WealthManagement
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