Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:1:37 - Main Topic: Who Even Needs A Financial Advisor?
2:15 - You’re A Procrastinator
4:31 - You Have No Idea What To Do
7:07 - You Want To Enjoy Retirement
9:33 - Mailbag: Vicky Asks If She Should Split Her Retirement Assets
13:03 - Charles Is Now A Certified Dementia Practitioner
Making Bad Financial Assumptions
Risky, But Popular, Investments
Counterintuitive Pieces Of Financial Guidance
The Important Things You Should Know About 401(k) Rollovers
Mailbag: The 4% Rule, Ex-Husband's SS, & Big vs. Small Companies... Plus, What's Buggin' Charles?
The Silent Killer (of Retirement): Inflation
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