How do you know if you need help managing your money?

If you’ve been feeling like you could use some help making decisions and researching your financial options, this episode is for you. I break down the different financial planner options so you can find what fits your lifestyle and budget.

In today's online world, there are more options than ever. You can choose to teach yourself, or go fully onboard with an advisor. I give examples of who needs an advisor and when you may be able to simply pay for a consult.

Questions answered in this episode -

• How much should you pay (including how much is too much)

• Services you can expect from a financial advisor

• The different types of advisors (from fee-only to flat fee and hourly)

Time Stamps

00:00 Welcome to the Financial Advisor Podcast

00:18 Do You Really Need a Financial Advisor?

01:19 Understanding Financial Advisor Tiers and Services

02:52 Advice for Young Professionals: Managing Finances Simplified

06:22 When to Consider a Financial Advisor: Life's Complex Financial Stages

06:55 Choosing the Right Financial Advisor: Fees, Services, and Independence

13:47 Navigating the World of Financial Advice Online

17:17 The Importance of Paying Attention to Your Finances

19:23 Concluding Thoughts on Financial Advisory Services

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.