Ready For Retirement
Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!
Ready For Retirement
When Does it Make Sense to Work with a Financial Advisor?
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James Conole, CFP®
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Episode 141
In this episode of Ready for Retirement, James discusses when it does (and doesn't) make sense to work with a financial planner.
Questions Answered:
- When does it make most sense to consider working with a financial advisor?
- What are the main benefits you can expect from working with a financial advisor?
- How can your overall retirement strategy be improved by having a financial advisor?
Timestamps:
00:00 - Introduction
3:05 - Cost/Benefit Decision
6:36 - Cost of an Advisor
11:30 - Partnering Throughout Life
16:45 - History of 4% Rule
23:09 - Sign of a Good Financial Life
28:05 - Working With Us
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