75: Do You Really Need a Financial Planner? When, Why & How to Choose One
Retire Well with Wealth of AdviceShow Notes
Thinking about getting financial advice but unsure where to start? In this episode of Retire Well, Matthew and Joe break down exactly when you might need a financial planner, the value they bring, and how to choose the right one for you.
They tackle common misconceptions (hint: it’s not just about picking investments), explain how financial planning can help you avoid costly mistakes, and explore why advice can be just as crucial when spending your money in retirement as it is when building it.
You’ll also learn:
The key life stages where advice can make the biggest impact How financial planning goes beyond investments to focus on your goals Why some people wish they’d sought advice earlier What to look for when choosing a trustworthy financial planner How fees work—and what you’re actually paying for
Whether you’re just starting to build wealth, approaching retirement, or wondering if you’re on the right track, this episode will help you decide if financial advice is right for you.
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CHAPTERS:
00:00 - Introduction 05:48 - When do you need financial advice? 17:28 - What is the financial planning process? 22:23 - How to choose a Financial Planner 27:40 - What does financial planning cost? 30:50 - Quickfire Questions
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Call us: 0191 384 1008 Email us: [email protected] Website: www.retirewellpodcast.co.uk
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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.
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