Why do I need a Financial Adviser?

Episode 006 | Adviser Checkup Podcast

Are you wondering if you need a financial adviser? Maybe you need an investment adviser or financial planner? Are you unsure if the fee for an adviser is worth paying? Today I discuss 4 factors to consider when evaluating hiring a financial adviser. I also walk you through 3 cautionary tales of investors who decided not to use a financial adviser. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!

Be Financially Well,

Kelly

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Investor Beware: SPACs, Payment for Order Flow, and Meme Stocks

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ETF, Mutual Fund, Direct Indexing, Oh My!