Ep 37 - When, Why and How to Hire a Financial Planner

12/09/2025 29 min Temporada 1 Episodio 37

Listen "Ep 37 - When, Why and How to Hire a Financial Planner"

Episode Synopsis

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 [email protected]#FinancialAdvice #RetirementPlanning #WealthManagement