In this episode, I offer a balanced perspective on whether or not you might need (or want) to work with a financial advisor, or if you'd be better off on your own. I discuss the pros and cons of each, and offer some things to consider when making the decision to DIY your retirement plan, or bring on a professional (or team of professionals) to help with the planning process.

#financialplanning #retirementplanning #investments #DIYInvestor #retirement #estateplanning #insurance #selfemeployed #soleproprietor #solopreneur 

Thanks for tuning in to Financial Flow, brought to you by Tidepool Wealth Strategies. Until next time, stay resilient – and plan to retire well!

Tidepool Wealth Strategies website
Phillip Smith, CRPC AIF LinkedIn