Do I Need An Advisor?

30/01/2021 9 min Temporada 1 Episodio 12

Listen "Do I Need An Advisor?"

Episode Synopsis

Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want to do by myself anymore.The question becomes if I do need an advisor, what kind of advisor do I need? Is it important that they are fiduciary? What about a fee-only advisor? How do I even know who to work with?