Are you contemplating whether to enlist the expertise of a financial advisor as your income rises? In this episode, we dive into the pivotal question: Should you hire a financial advisor? We discuss how to evaluate and question potential advisors, shedding light on the crucial questions you must ask before making a decision.
From deciphering who would benefit from financial advisory services to understanding the significance of thorough due diligence, we share the path to sound financial stewardship. As your financial landscape grows in complexity with increased earnings, discover the invaluable role a trusted advisor can play in navigating these uncharted waters.
What You’ll Learn In Today’s Episode:
- What is going on with FedEx?
- How to invest in AI.
- Who should consider hiring an advisor.
- The importance of doing your due diligence.
- How an advisor adds value.
- How to analyze your risk.
- The science of behavioral finance.
- How to appropriately spend money in retirement.
- How to hire a financial advisor.
Ideas Worth Sharing:
- “The more money you have, the more complicated things get, so having someone to guide you is helpful.” – Jon Cremer
- “The biggest risk of doing your finances on your own is making one or two really big mistakes.” – Jon Cremer
- “If a financial advisor cannot make it simple and clear as to how they get paid, then there is a problem. If they tell you that you don’t pay them, then you should also run away.” – Charlie Mattingly
Resources In Today’s Episode:
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