Feb 20, 2020
In episode 229 of Financially Simple, Justin answers a question on when to hire a Financial Planner.
Cindy asks, At what point should I consider hiring a Financial Planner - How much should I be making to necessitate having one? Justin goes over a few factors that you might consider when thinking about hiring a Financial Planner, and gives his own opinion on when it’s best to do so.
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01:25 - Ask Justin: Do I Make Enough to Necessitate Wealth Management Services?
04:38 - When Does it NOT Make Sense to Have a Financial Planner?
05:28 - How Mush Money Do You Need to Hire a Financial Expert?
05:42 - Based on Income
07:47 - Based on Age
09:04 - Based on Debt
09:44 - The Generation Gap
14:09 - Conclusion
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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.