Скачать с ютуб When To Use A Financial Adviser | 5 Reasons в хорошем качестве

When To Use A Financial Adviser | 5 Reasons

#meaningfulmoney #meaningfulacademy #retirementplanning Have you ever wondered when to use a financial adviser? I am a financial adviser.. but what is it that I do? Despite what many people may think, I spend my days ADDING value to my clients by making their finances more tax-efficient, more cost-efficient, by taking away much of the hassle AND cutting through the complexity to get to the nub of what they need to do. But I also believe that while anyone can benefit from working with an adviser, most people don't need to, at least not before they get to retirement. Yet there are times when seeing an adviser definitely makes sense, so let's talk about what those may be... MeaningfulAcademy - Financial Foundations: https://meaningfulacademy.com/ff-1/ MeaningfulAcademy - Build Wealth: https://meaningfulacademy.com/bw-1 MeaningfulAcademy - Retirement Planning: https://meaningfulacademy.com/rp-1 Use PROMO Code "PODCAST" to save on any of the three courses. CISI Wayfinder: https://www.cisi.org/cisiweb2/wayfinder 00:00 Intro 02:25 Reason 1 - You're coming up to retirement 05:00 Reason 2 - You have complex tax issues 05:57 Reason 3 - There are trusts involved 06:46 Reason 4 - You can't push the button 08:01 Reason 5 - You don't have the time to learn, implement or maintain your plans 09:34 Summary Budgeting:    • The ULTIMATE GUIDE To Budgeting   Paying Off Debt:    • The Ultimate Guide to PAYING OFF DEBT   Wealth Protection:    • The Ultimate Guide To WEALTH PROTECTION   Investing:    • The Ultimate Guide To INVESTING - Par...   Platforms, Pensions, ISAs:    • The Ultimate Guide to PLATFORMS, PENS...   Risk:    • The Ultimate Guide to RISK   Retirement Investing:    • The Ultimate Guide to Investing in Re...   Pension Retirement Options:    • The Ultimate Guide to Pension Retirem...   Estate Planning:    • The Ultimate Guide to ESTATE PLANNING   Money & Life:    • The Ultimate Guide to MONEY & LIFE   The MeaningfulMoney Handbook: http://petesbook.com The MeaningfulMoney Community (Facebook): https://meaningfulmoney.tv/community Life Insurance with LifeSearch: https://meaningfulmoney.tv/lifesearch Farewill - Discount off your Will: https://meaningfulmoney.tv/resources/... FOLLOW ME: Facebook:   / meaningfulmoney   Twitter:   / meaningfulmoney   Instagram:   / meaningfulmoney.tv   LinkedIn:   / petematthew   Website & Podcast: https://meaningfulmoney.tv IMPORTANT: Please be aware that MeaningfulMoney does NOT endorse or recommend ANY people or businesses claiming to be experts in crypto or other investments. We would never recommend you any investment strategies within the comments section. Please protect yourself against spam and misleading information from fake accounts and please do not share any private or sensitive information. Leave me a comment below - I read all of them and love hearing from you!