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To get the full RFL experience, watch the episode here at https://youtu.be/J97GI2wbU0I
This episode explores the critical question of whether or not you truly need a financial advisor. We examine the common misconceptions surrounding financial advisors and highlight the distinct advantages they provide in retirement planning.
• Discussing the frequent question: Do I need a financial advisor?
• Delving into the potential value that financial advisors add to portfolios
• Highlighting important elements of financial planning, beyond investments
• Insights on confidence levels among individuals with significant assets but no advisors
• Analyzing the significance of tailored financial strategies in achieving retirement stability
• The broader implications of relying on financial experts versus self-management
We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com
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By Christian Cyr, CPA, CFP®4.6
1111 ratings
To get the full RFL experience, watch the episode here at https://youtu.be/J97GI2wbU0I
This episode explores the critical question of whether or not you truly need a financial advisor. We examine the common misconceptions surrounding financial advisors and highlight the distinct advantages they provide in retirement planning.
• Discussing the frequent question: Do I need a financial advisor?
• Delving into the potential value that financial advisors add to portfolios
• Highlighting important elements of financial planning, beyond investments
• Insights on confidence levels among individuals with significant assets but no advisors
• Analyzing the significance of tailored financial strategies in achieving retirement stability
• The broader implications of relying on financial experts versus self-management
We love hearing from you!! Record your retirement questions anytime at www.RetirementForLife.com
Investment ad...

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