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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:
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
Check out all of our podcast episodes and more on our YouTube channel here!
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Create Your Custom Strategy ⬇️
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Join the new Root Collective HERE!
By James Conole, CFP®4.8
781781 ratings
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:
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
Check out all of our podcast episodes and more on our YouTube channel here!
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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