Money Guy Show cover image

"Do I Need a Financial Advisor?"

Money Guy Show

00:00

Why Wait Till 500k to Hire a Financial Planner?

When you go to do your tax return this area, if you are someone who's chairly minded, I want to look at what you gave last year. A really interesting planning idea is maybe instead of giving $10,000 this year, what if I save that money up and give $20,000 every two years? You're going to be able to capitalize on getting a greater tax deduction from bunching your contributions than from doing it each year. Brian: Why wait till 500k to hire a financial planner? Wouldn't you work with one now as soon as possible in order to get to 500k as efficiently as possible?"

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app