PLAY PODCASTS
#289: Do I Really Need a Financial Advisor?
Episode 289

#289: Do I Really Need a Financial Advisor?

The Dentist Money Show | Financial Planning & Wealth Management · Dentist Advisors - Financial Planning and Wealth Management

June 23, 202130m 16s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on the question, "When is it time to get financial help?" Like many things that deal with money, the answer is personal to each individual. However, Ryan and Jake offer reasons why earlier may be better for long-term goals. They also explain why people who are being held accountable to someone else are motivated to take action.