This video provides an overview of the functions a financial advisor performs, and how a commitment to learning key concepts can help you engage better with an advisor, or be your own.
- While many of us yearn for a trusted expert…to help guide our financial lives,…how do we determine what kind of help we need and when?…Answer these three questions to figure out…if you should hire a financial advisor.…First, are you willing to put in the time and effort…necessary to manage your own finances?…Financial planning isn't necessarily as complicated…as some people would have you believe.…Any normal person with basic curiosity and diligence…can manage their own money…as long as they're prepared to put time and effort into it.…But working with a professional can streamline the process…and that's valuable to many.…
Second, are you going through a life transition…when you need financial direction and support?…Perhaps you've inherited some money…or considering a career change…or getting married and starting a family.…During these inflection points,…it can be helpful to get information…and formulate a new plan.…Working with an advisor doesn't have to mean hiring them…to manage your assets forever.…Many advisors will charge an hourly fee…
Skill Level Intermediate
Financial Wellness for Couples and Familieswith Amanda Clayman1h 7m Intermediate
Personal Finance Tips and Trickswith Jane Barratt2h 58m Intermediate
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