What's the REAL Value of a Financial Planner for Your Future | DTF Podcast

16/06/2025 18 min Temporada 1 Episodio 6

Listen "What's the REAL Value of a Financial Planner for Your Future | DTF Podcast"

Episode Synopsis

In this episode, Amie and Sarah sits down with Ricky from Index Wealth to unpack what financial planners actually do—and why almost everyone can benefit from seeing one.They talk through how advice is tailored to life stage, whether you're buying a first home, raising a family, managing multiple super accounts, or planning retirement. Ricky shares why planning ahead—especially for health or income shocks—can remove stress and provide peace of mind.If you’ve ever put off seeking financial advice, this conversation might just change that.

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