Ep. 95 - Reasons You NEED a Financial Advisor in 2026 (Before It's Too Late)
Is hiring a financial planner worth it in 2026? 🤔
In this episode of Through the Pines, we break down 7 compelling reasons to work with a financial advisor in today's complex and evolving financial landscape. From navigating changing tax laws and RMD rules to behavioral coaching during volatile markets, we cover why professional guidance can help you maximize returns, reduce stress, and prepare for major life transitions.
You'll learn about:
✔️ Tax-efficient strategies like Roth conversions and backdoor Roth IRAs
✔️ The power of fiduciary advice vs. commission-based models
✔️ How advisors…
The skinny
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