When is the right time to meet with an advisor


Manage episode 227550349 series 1238356
By Retirement 360 and Alan Mercurio. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
How do you know when it is the right time to see a financial advisor? Everyone who owns a car knows to bring it to a mechanic when it needs a tune up, so why not apply that same logic to your finances? Why are families hesitant to use the guidance of a finance professional? By meeting with a financial advisor, even for one discussion, you may open the door to new opportunities to learn more about your savings strategies, your planning strategies and even discover ways to make your assets work for you. Whether it is learning how to create a paycheck once your stop working, or lowering taxes, or finding ways that you may be overspending, working with an advisor will put you on a track to a successful retirement. Plan today, for a better tomorrow.

144 episodes