Do I Really Need A Financial Advisor? When To Hire A Financial Advisor

If you're thinking about working with a financial advisor, make sure you watch this video.
It can help give you a few scenarios of when working with an advisor could make sense.
-Dave Zoller, CFP®
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Someone asked me the other day "do you think I really need to work with a financial advisor"? So I told them the Warren Buffett quote, 'Never ask a barber if you need a haircut". but then I let him know at Streamline financial, we're so not sales and we're not desperate to work with new clients and we only want to work with people who really will benefit. Actually, we don't work with anyone where our value provided isn't more than the cost of working together. So I wanted to share a few reasons when it could be a good idea to work with a financial advisor. and by the way, if you end up not wanting to work with an advisor, check out the DIY Retirement plan in the description below. So, onto the first reason you might want to work with an advisor. you get to a certain level of assets where you realize a mistake made can mean lots of dollars. and a big mistake now is not one you can afford. Something to be aware of is that every financial decision is part financial and part emotional. And as you get closer to that retirement date, the emotional part of the decisions gets bigger and bigger. I talk to people frequently who decided to move a big portion of their investments to cash because they felt it was the right thing to do. 10 years prior, they wouldn't have made this decision, but now, because they will be using this money for income soon, they wanted to make it secure. but there are better ways to make your nest egg secure and your income secure. And it's NOT by buying insurance or annuity products.
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#retirement #howmuchtoretire #retirementplanning
MUSIC:
Running Circles- Cody Francis
Subway Dreams- Dan Henig
1. streamlineplanning.com
or
2. davezoller.com/retirement
Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

[@19540608]

The problem with working with Financial Advisors (even ours) is they get paid when the market turns to shit.

[@StreamlineFinancial]

Hopefully they are able to provide more than investment management to help pay for their fee even during bad markets. We've seen tax planning and tax-efficient withdrawal strategy add a lot of value to people's financial life.

[@joekuhnlovesretirement]

Always love videos. Short to the point and I learn something.

[@aryanasmith4426]

Great video! Some key points were highlighted that I hadn't heard anyone else discuss. Thank you!

[@user-mt5qe9hs2k]

Thank you for the introduction. Very helpful.

[@ShahzainAli-tl8sk]

I am learning so much from watching your videos. Thank you so much for sharing this amazing source of information. This one is quite helpful.

[@phildibello1141]

Great content, well presented. Thank you. You might consider adding titles, though, to reinforce your points.

[@rickyalvarez6086]

Hey bro just wanted to ask if a financial advisor helps you invest your money ? I’m 18 I got 45k saved up and I want to get into investing but I need help on how I can get start investing when I don’t know anything about stocks computers or nothing like that

[@michaelsnedeker5555]

This is great advice thanks

[@StreamlineFinancial]

Glad it was helpful!

[@FinancialSafariShow]

This is definitely a tough decision for a lot of people, interesting conversation.

[@StreamlineFinancial]

Thanks for the comment!

[@bruced.370]

Great video 📹👍

[@StreamlineFinancial]

Thanks , Bruce! 👍

[@pt2727]

Hi Dave- In one of the videos you shared a link to a video editor you recommended. I can’t find it again, can you drop the link in here please? Thank you

[@jaynelson8304]

Great video! For the reasons you listed I have used a financial advisor for years. A mistake that costs 10% would probably be enough to pay that advisor for the rest of your life. I enjoy learning about the way the markets and money work but have no inclination to put the time in that is required to manage my own account. How do the wealthy spell accountant? L-A-W-Y-E-R, not because they are cheap but because they keep them from making mistakes.

[@HB-yq8gy]

I like hiring the tour guide as need not ongoing.

[@dancasey9660]

Might want to work on the sound for that Do It Yourself video. Had the volume turned up full on My tablet, but had to put the speaker next to my ear just to hear it.

[@StreamlineFinancial]

Thanks for letting me know, Dan. Sorry about that.

[@shelleyzoe8254]

I want to not worry, I want to trust my fin advisor.how do I trust who I am newly with at an abrupt thrust into retirement at 63. I have no stomach to handle it myself. oye vey

[@IlonaJosiane]

I am learning so much from watching your videos. Thank you so much for sharing this amazing source of information. This one is quite helpful.

[@fac3masqbvrp375]

Thank you for the introduction. Very helpful.

[@StreamlineFinancial]

Glad it was helpful!