Honest Money

← Honest Money1 Aug · 28 min

How to Know When You Need a Financial Advisor

How to Know When You Need a Financial Advisor1 Aug28 min

In this episode, Warren Ingram and Pieter de Villiers discuss when and why to seek professional financial advice, the different types of engagement with financial planners, and how to determine the right approach for your life stage and personality. Chapters 00:00 Introduction and overview of questions about financial advice00:28 The importance of understanding your own financial personality02:06 When does it make sense to seek professional financial help?03:18 The three broad personality gr...