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When Should You Hire a Financial Advisor? A 3-Part Test
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Is it finally time to hire a financial advisor? The answer usually has less to do with your net worth and more to do with how much complexity you're carrying and how close you are to retirement.
In this episode, I walk through a 3-part test for deciding:
The retirement runway threshold. How complexity and time to retirement add up, and the 4 triggers that show you've crossed it
The cost of decision fatigue. What the decisions you keep putting off may be costing you
Taking emotion out of big decisions. The 3 moments when emotion costs the most, and how a system protects you
If…
The skinny
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