Ep 10: The Importance of Third-Party Financial Planning

Published: Aug. 6, 2020, 9 a.m.

Hiring a third-party financial planner is crucial to helping you plan for retirement and manage your money. Today, we\u2019re breaking down some of the ways a financial advisor can help you.

One of the big financial risks people face is running out of money. If you want to retire early, for example, an advisor can help you determine if you\u2019re taking too much out of your nest egg or if you\u2019re invested too aggressively. Running an analysis can help provide strategies to achieve the kind of retirement you envision.\xa0\xa0

We\u2019ll explain why bonds and CDs were popular years ago but are now considered lazy money. We\u2019ll also tell you how to bring all of your investments into harmony when you have multiple accounts.

At Maestro Wealth Advisors we have an adaptive philosophy when it comes to financial planning. We can help you reduce risk and create a plan for financial success. As Craig says: \u201cGet a plan. Stay with your plan. Keep your goals in front of you, and don't chase shiny objects.\u201d

Thanks for listening to this episode. We\u2019ll be back again next week for another show.

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Get additional financial resources here: https://maestrowealth.com/\xa0

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On today's show:\xa0

0:59 \u2013 Keeping people safe financially

2:43 \u2013 Bonds and CDs

3:59 \u2013 Maestro\u2019s investing approach

5:15 - Bringing investments into harmony

8:00 \u2013 Eliminating lazy money

11:00 \u2013 Getting a real investment strategy

13:36 \u2013 The fear of running out of money