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Today's Thrive For[e]ward Podcast is focusing on whether you should handle it all yourself. And by that, we mean your financial planning. Should you handle your investment management or hire somebody? What's involved? Well, I break it all down and also offer up some resources to help if you do want to go it alone.
I'm also going to pull back the curtain and ask you a few questions to dig deeper into whether or not you're ready to take on this responsibility. So if you've been having some conversations and debates in your household or with friends on whether or not to manage your portfolios yourself, or to invest in an advisor, I encourage you to listen to the rest of this episode. And of course, we always appreciate it if you share on social media or with your friends.
Find out more about Forethought Planning: www.forethoughtplanning.com
Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel
Score our free Wealth Assessment tool on our website.
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.
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Today's Thrive For[e]ward Podcast is focusing on whether you should handle it all yourself. And by that, we mean your financial planning. Should you handle your investment management or hire somebody? What's involved? Well, I break it all down and also offer up some resources to help if you do want to go it alone.
I'm also going to pull back the curtain and ask you a few questions to dig deeper into whether or not you're ready to take on this responsibility. So if you've been having some conversations and debates in your household or with friends on whether or not to manage your portfolios yourself, or to invest in an advisor, I encourage you to listen to the rest of this episode. And of course, we always appreciate it if you share on social media or with your friends.
Find out more about Forethought Planning: www.forethoughtplanning.com
Follow Forethought Planning on social media:
Facebook
LinkedIn
YouTube channel
Score our free Wealth Assessment tool on our website.
Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.