As we continue our Back to Basics Money series, Sarah and I discuss whether or not you really need a financial advisor. That’s one big difference between us - I have a financial advisor, and Sarah does not. 

What are the pros and cons of a financial advisor? How do you know if and when you need one? What should you look for when hiring a financial advisor? And what are red flags you need to be wary of?

We discuss all that and more on today’s episode! Press play and let me know what you think - will you be hiring an advisor or taking a more DIY approach?

Sarah is a personal finance nerd who learned about finances and investing from an early age from her father and grandfather, who both spent their careers in the corporate finance world. As an adult, Sarah immersed herself in the personal finance and FIRE spheres, learning from top experts. Sarah is my personal go-to for all financial questions, and she’s here to share her knowledge with all of you!

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Email: sjmvirtualsolutions@gmail.com

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Previous episodes in Back to Basics Money Series: 

283: Back to Basics: Meet Sarah

287: Back to Basics: What Actually IS Investing?

290: Back to Basics: Traditional versus Roth - What’s the Difference?

293: Back to Basics: The Best Investments for Long-Term Success

296: Back to Basics: How Much Money Do I Need to Retire?

311: Back to Basics: Short-, Medium-, and Long-Term Savings Goals

335: Back to Basics: Investing for Your Kids

339: Back to Basics: How to Protect Your Wealth

Fee-Only Fiduciary Financial Advisors:

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Garrett Planning Network: https://garrettplanningnetwork.com

XY Planning Network: https://connect.xyplanningnetwork.com/find-an-advisor

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