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#289: Do I Really Need a Financial Advisor?
Manage episode 295711357 series 1001476
On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on the question, “When is it time to get financial help?” Like many things that deal with money, the answer is personal to each individual. However, Ryan and Jake offer reasons why earlier may be better for long-term goals. They also explain why people who are being held accountable to someone else are motivated to take action.
505 つのエピソード
#289: Do I Really Need a Financial Advisor?
The Dentist Money Show | Financial Planning & Wealth Management
Manage episode 295711357 series 1001476
On this episode of the Dentist Money™ Show, Ryan brings in Jake Elm, CFP® at Dentist Advisors, to take on the question, “When is it time to get financial help?” Like many things that deal with money, the answer is personal to each individual. However, Ryan and Jake offer reasons why earlier may be better for long-term goals. They also explain why people who are being held accountable to someone else are motivated to take action.
505 つのエピソード
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