40: Do You Need a Financial Planner?

Money Feels

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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!

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