Ep 27: Who Even Needs a Financial Advisor?

Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® |

Some people think they’ll save money doing their financial plan on their own. Others like the challenge or maybe you just don’t know who to trust. So, on today’s episode, we’ll explore some reasons you may really need a financial advisor and the benefit of working with a professional.

Are you a procrastinator? When it comes to finances, we sometimes tend to put it off, but having an advisor can keep you motivated and on track. Maybe you don’t know where to start. While education on finances is getting better, working with your advisor can help you feel confident in your decision-making process. Join us today as we explore the importance of working with an advisor.


Key Points:

0:28 – Are you a procrastinator?
2:55 – No idea where to start
8:09 – You don’t have the time
9:18 – Conflicting opinions out there

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