The Retirement Playbook with Dale Tondryk

Ep 59: Who Even Needs an Advisor?

February 24, 2022

While most people probably need an advisor, some people might not need one. So who really needs an advisor and why? For the last 12 years, the market has been pretty favorable, meaning most DIY investors have been doing fairly well. However, if you are a procrastinator or simply don’t know where to start saving for retirement, having an advisor can be a great way to get some extra support and motivation.

There is a lot to figure out. When will you start taking Social Security? Will you live off of your 401(k), IRA, or both? If you have the time and resources to strategically plan that’s great, but for the rest of us an advisor may be necessary. On today’s episode we’ll talk through a few signs you may need an advisor.

 

What we discuss: 

1:11 – Are you a procrastinator?

3:30 – You don’t know where to start

4:25 – You don’t know what you don’t know

6:16 – Do you have the time?

7:26 – Can you navigate the information?  

 

Get additional financial information: https://retirementplaybookpodcast.com/