You Don’t Need a Financial Advisor… Until You Do (Here’s When)

About this episode

James Conole discusses when individuals might need a financial advisor as they approach retirement.

You’ve done everything right. You saved consistently. You built a portfolio. You figured it out on your own. So why would you ever need a financial advisor now. That question makes sense. And for many people, the answer really is that you don’t. At least not yet. But there is a point where the game changes. What got you here is not what carries you through retirement. In this episode, James Conole walks through where that shift actually happens. It is not about picking better investment...

People in this episode

Host: James Conole

Topics covered

• financial advisor
• retirement planning
• investment strategy
• personal finance
• financial independence

Keywords

• financial advisor
• retirement
• portfolio
• investment
• financial planning

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