

Do We Need an Advisor?
Jul 20, 2024
Discussion on the pros and cons of hiring a financial advisor, family finances and college planning, transitioning to financial independence in your 50s, and advice on investing, estate planning, and health insurance.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Exploring the Consideration of Getting a Financial Advisor
02:24 • 2min
Family Finances and College Planning Discussion
04:17 • 1min
Financial Planning and Transitioning to Financial Independence
05:46 • 7min
Financial Advice on Investing, Estate Planning, and Health Insurance
13:14 • 3min