Latest / TaylorMade Retirement with Taylor Demars, CFP®
The 5 Retirees Who Should NOT Hire A Financial Advisor
After working with hundreds of clients, Taylor has learned a hard truth most advisors will never say out loud... He has turned away more people than he has helped.
Not because they could not afford it. Not because they were not smart. But because hiring an advisor would have been a waste of their money.
Hiring a financial advisor is a lot like a marriage. If your goals are not aligned, it will be expensive, painful, and end badly.
In this episode, Taylor breaks down 5 personality types who should not hire a financial advisor at all — and 1 type of person who can see massive benefits from the…
The skinny
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