Which doctors should NOT use a financial advisor?Dec 15, 2021
Doctors are smart people, and personal finance isn't rocket surgery, so you might be curious about whether you really need a financial advisor or not. A good advisor can help you get a better outcome and a great one can make a huge difference in your life. But what if you have what it takes to be your own best financial advisor? You can skip the hassle, expense and potential frustrations of hiring one. Have you got what it takes? Listen in to hear the four ingredients you need to do things right when you do it yourself.
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IN THIS EPISODE
- [ 00:36 ] What are financial advisors?
- [ 01:30 ] What distinguishes a good financial advisor from a bad financial advisor?
- [ 03:00 ] Certified Financial Planner (CFP®) credentials.
- [ 04:15 ] What it looks like to have skill in personal finance.
- [ 07:35 ] The cost of mistakes in finance.
- [ 09:55 ] The importance of energy in personal finance.
- [ 12:44 ] A story to discover personal financial knowledge and how you can become skilled in personal finance.
- [ 16:46 ] Have a question you want answered? How to get your question featured on the podcast.
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