Ep 10: The Importance of Third-Party Financial Planning

Hiring a third-party financial planner is crucial to helping you plan for retirement and manage your money. Today, we’re breaking down some of the ways a financial advisor can help you.

One of the big financial risks people face is running out of money. If you want to retire early, for example, an advisor can help you determine if you’re taking too much out of your nest egg or if you’re invested too aggressively. Running an analysis can help provide strategies to achieve the kind of retirement you envision.  

We’ll explain why bonds and CDs were popular years ago but are now considered lazy money. We’ll also tell you how to bring all of your investments into harmony when you have multiple accounts.

At Maestro Wealth Advisors we have an adaptive philosophy when it comes to financial planning. We can help you reduce risk and create a plan for financial success. As Craig says: “Get a plan. Stay with your plan. Keep your goals in front of you, and don't chase shiny objects.”

Thanks for listening to this episode. We’ll be back again next week for another show.

Get additional financial resources here: https://maestrowealth.com/ 

On today's show: 

0:59 – Keeping people safe financially

2:43 – Bonds and CDs

3:59 – Maestro’s investing approach

5:15 - Bringing investments into harmony

8:00 – Eliminating lazy money

11:00 – Getting a real investment strategy

13:36 – The fear of running out of money