Episode 12: Do You Really Need a Financial Advisor?

Jun 15, 2021

Considering the amount of information you can find on search engines, newsletters, emails and other sources, the question that naturally occurs is “Do I need a financial advisor in the first place?” On this episode, listen to Isaac and Aaron talk frankly about opting in or out when it comes to having a relationship with a financial advisor. You don’t want to miss this conversation!

  1. How time management needs to be an important consideration with your finances.
  2. What to consider when you are a “do it yourself” investor that many people miss.
  3. How to establish a healthy relationship with a financial advisor…and much more!



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