Money Feels

40: Do You Need a Financial Planner?

October 05, 2023 Bridget Casey and Alyssa Davies Season 4 Episode 40
Money Feels
40: Do You Need a Financial Planner?
Show Notes

Your finances change a lot, as do the major milestones you continue to hit. So, when do you reach out to a professional for guidance? Let's discuss this and more in this week's episode of Money Feels! 

We're your hosts, Alyssa and Bridget. Welcome to the podcast, where we talk through our money trauma and create a better understanding of building a healthy relationship with finance.

In today's episode, we discuss the following:

  • What do financial planners actually do?
  • What type of financial planners exist, and how do you find one?
  • Fee structures and transparency
  • The benefits of having a financial planner
  • What education and credentials should you look for?
  • Financial planning for specific life stages
  • When you should meet with your planner
  • Saving for retirement and spending in retirement
  • Answering listener-submitted questions

Resources and sources:

Thanks for listening to today's episode! If you want to keep listening, we've now launched our Patreon! You can subscribe for bonus episodes and extra content from your hosts. Thank you for listening to today's episode! Join us next week for a new one. Until then, follow us on Instagram @mixedupmoney, @bridgiecasey and @moneyfeelspodcast, and we’ll see you next time!