Major life events are great times to get personalized financial advice. Emily & Amanda believe that ongoing quality financial advice can have a greater impact than merely seeking advice for one-off events. There is a big difference between getting the advice and actually implementing it.

Time stamps 3:45 Planning for retirement 6:40 Trusting in professional advice 8:49 Hiring a tax professional for the whole picture 13:12 When you should consider switching professionals.

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