There are professionals who can help us in almost every aspect of our lives. In some cases it’s a slam dunk easy decision, but there are other times when we can, and should, handle it ourselves. The problem is knowing when to DIY it and when to call in the big guns, the professionals, in this case- the financial advisor. There are a lot of aspects of our personal finances that don’t require professional help. You don’t need a financial advisor to tell you that you need to start paying down your debt and get that employer match in your 401k. But there are some more complicated issues that might arise when it would make sense to hire a pro. Listen to this episode and see if you should be considering hiring a financial advisor or going it alone.
During this episode we enjoyed a Catharsis by Treehouse Brewing- thanks to Bryan and Caitlin for donating this one to the show! And as we ramp up the podcast with an additional Friday episode every week, we could really use your help to spread the word- let friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to spread the word to get more people doing smart things with their money in these difficult times!
Best friends out!
2 comments
You should also include NAPFA (National Association of Personal Financial Advisors) when listing resources for finding fee-only advisors. It’s the country’s leading professional association of Fee-Only financial advisors since 1983.
Hi Matt and Joel,
-Just listened to podcast #206. As a soon to be divorced 59 year old woman who has had to suddenly educate herself on how to live on her own, your financial information has been so useful.
Please keep up the great work with these podcasts 👍🏻. I love them! And I also love craft beer and riding my bicycle 😉.
Ps- you have got to put a visit to Treehouse Brewery on your bucket list as soon as we can all travel again. My 23 year old daughter and I went there last year. My advice- go on a Wednesday (we went mid-June and there was no line at 12:00), bring a cooler for beer as well as your own food (they didn’t have any vendors during the week, and there is absolutely no where to eat near the brewery- the pizza place across the street closed down). The grounds a spacious and kid friendly.
Michelle from Florham Park, NJ