When Does it Make Sense to Work with a Financial Advisor?

In this episode of Ready for Retirement, James discusses when it does (and doesn’t) make sense to work with a financial planner.

Questions Answered: 

• When does it make most sense to consider working with a financial advisor?
• What are the main benefits you can expect from working with a financial advisor?
• How can your overall retirement strategy be improved by having a financial advisor?

Timestamps:
00:00 – Introduction
3:05 – Cost/Benefit Decision
6:36 – Cost of an Advisor
11:30 – Partnering Throughout Life
16:45 – History of 4% Rule
23:09 – Sign of a Good Financial Life
28:05 – Working With Us 

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