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When Should You Work with a Financial Advisor?

When does it make sense to work with a financial advisor? It may surprise you, but we don't believe every single person needs a financial advisor. We do believe it can be helpful depending on your situation, and James discusses the primary factors to consider when it comes to thinking about hiring a financial advisor. Learn the tips & strategies to get the most out of life with your money. 00:00 - Introduction 2:50 - Asset Allocation 4:00 - Diversification 5:25 - Tax Planning 7:38 - Maximum Income 9:03 - Guardrails 10:45 - Happiness In Retirement 12:44 - Most Out Of Life With Money 14:08 - Risk of S&P 500 15:26 - Lack of Confidence 16:52 - Tax Strategy 17:30 - Working With Us Get started today → https://www.rootfinancialpartners.com/ Subscribe to be notified for future videos:    / @rootfp   _ _ For more resources and content, check us out below! Website // https://rootfinancialpartners.com/ Podcast // http://readyforretirement.co/ Instagram //   / rootfinancialpartners   Facebook //   / rootfinancialpartners   LinkedIn //   / 18347030   Other videos we think you'll like: About Root:    • Financial advisors with heart.   Worried about retirement? Start here:    • Worried About Retirement..Start With ...