When Should You Hire a Financial Advisor?

What does a financial advisor actually do and when do you really need one?

In our latest episode of Wealth Wisdom, we’re cutting through the noise to answer one of the most common questions we get: “Do I really need a financial advisor?” Spoiler alert: the answer depends a lot on who you’re talking to.

Not all advisors are created equal. Some are product-pushers. Others are portfolio managers. A few, like the ones we believe you deserve and how we run our business, act as true partners in building your financial future.

In this episode, we break down:

• What the title “financial advisor” really means (and how it’s often misused)

• The different ways advisors get paid—and what to watch out for

• Red flags (like “free” advice that could cost you more than you think)

• Why DIY isn’t always cheaper—or smarter

• The questions to ask before trusting anyone with your financial future

  
  

We also share real-world stories of mistakes we’ve seen and how the right advisor can make all the difference.

Whether you’re just starting out or wondering if your current advisor is the right fit, this is a must-listen episode.

🎧 Listen now on Spotify, Apple Podcasts, or YouTube