Ep 86: Some People Should Not Hire an Advisor…Yet

Retirement Planning
Written By Nicolas Davis
 
 

There is a right time to hire a financial advisor and there’s a wrong time---- or at least a time when they aren’t as beneficial. 

We’ve spoken with countless individuals who are seeking clarity about their financial futures. Some of them ask outright, “Should I hire a financial advisor now, or wait?” That’s the exact question we’re discussing today.

If you have questions, you can always reach out at hello@brindleandbay.com.

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In this episode:

[1:58] Why is timing around hiring an advisor such a common question?

[2:34] What are key factors people should consider before hiring an advisor?

[4:15] What are some scenarios where someone might not need a financial advisor?

[11:20] What about DIY-ers?

[14:34] What are some reasons someone should go ahead and hire an advisor?

 
Nicolas Davis
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Ep 87: Here’s When You SHOULDN’T Do Roth Conversions
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Ep 85: The 5 Financial Conversations Every Couple Should Have Before Retirement