Episode 129
Do I Need a Financial Advisor? [E129]
In this episode of "Business by the Numbers," Hunt Demarest, CPA, discusses the value and considerations of having a financial advisor. He addresses common questions about the necessity of financial advisors and provides insights into when and why their services may be beneficial.
- Role of a Financial Advisor: Financial advisors offer expertise in managing investments, planning for retirement, and navigating complex financial decisions.
- When You Might Not Need One: Individuals with simple financial situations or who prefer to manage their own finances may not need a financial advisor.
- Choosing the Right Advisor: It's important to select an advisor who understands your goals, communicates well, and charges reasonable fees.
- Advice for Specific Situations: Particularly for those nearing retirement, consulting a financial advisor can provide valuable insights and potentially significant financial benefits.
Thanks to our partners, NAPA TRACS and Promotive
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It’s time to hire a superstar for your business; what a grind you have in front of you. Great news, you don’t have to go it alone. Introducing Promotive, a full-service staffing solution for your shop. Promotive has over 40 years of recruiting and automotive experience. If you need qualified technicians and service advisors and want to offload the heavy lifting, visit www.gopromotive.com.
Paar Melis and Associates – Accountants Specializing in Automotive Repair
Visit us Online: www.paarmelis.com
Email Hunt: podcast@paarmelis.com
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