MeaningfulMoney was created to help you manage your own finances. And yet, I often get asked about when it makes sense to seek advice from a professional. In this Greatest Hits episode, I read an email from a listener which prompts me to share when you SHOULDN’T and when you SHOULD seek advice.
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When to seek advice
I am absolutely convinced that the vast majority of people can get as far as the run-up to retirement without ever needing to see an adviser. Oh, an adviser CAN help anyone, and a good one should always justify their costs in value to you. But for those with some gumption, able to use a computer and who can make decisions and stick to them, they can help themselves in this day and age.
But half the battle is knowing WHEN you can DIY and when you should get help from a pro. That’s what this week’s blast from the past is all about.
Resources mentioned in this episode
Podcast: Using Trusts in Financial Planning
Course: Learn How To Invest (sign up to be notified)
Book: Blink (Amazon affiliate link)
And of course, there's a full transcript available by clicking the link below:
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