Retirement Quick Tips with Ashley

When Should I Hire A Financial Advisor? | Recap


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It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast

This week the theme was: When Should I Hire A Financial Advisor?

In case you missed any episodes, here’s what I covered this week:

  • Hiring A Financial Advisor vs. DIY
  • Benefits Of Hiring A Financial Advisor
  • If You’re In One Of These 3 Scenarios, Hire A Financial Advisor 
  • Two More Times When You’ll Want To Hire A Financial Advisor
  • Questions To Ask Financial Advisors Before Hiring One

The most important takeaway from this week is: That there real, quantifiable benefits from hiring a competent financial advisor to help you navigate the often irreversible financial and investment decisions you’ll make, especially when the stakes are higher as you approach and enter retirement. Hopefully in this week’s episodes, I gave you some clarity about when it makes sense to hire one in your own situation. 

And if you ever want to talk to this competent and experienced fiduciary advisor, you can always schedule a 15 minute call with me by visiting my website: truenorthra.com. 

Tomorrow I’m starting a brand new weekly theme: Inflation is sticking around, now what? I’ll talk about how to manage your cash, keep your expenses under control, and adjustments you might want to make in planning for retirement to deal with the persistently high inflation we’re facing and will likely still be dealing with over the next year.

Thank you so much for listening this week! If you’re enjoying the podcast, chances are someone else you know who is getting close to retirement could also benefit from checking it out, so please share the show with a friend, a neighbor, your sister, or your boss. Just go to your favorite podcasting app, hit the share icon, then text or email the show link to someone you know who is eyeing retirement. 

Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.

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>>> Visit the podcast page: https://truenorthra.com/podcast/ 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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