Discover the tips and strategies that will help you achieve your retirement goals.

I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.

It all starts right here on Ready for Retirement. for retirement.

Hi, everyone and welcome back to another episode of Ready for Retirement.

I'm your host, James Cannell.

And if you've been listening to this podcast for any length of time, you probably already know this.

But if not, I am a financial planner. I work with

clients. I help them do their financial planning, their retirement planning, they're investing.

That is what I do for my day job. I own a company called root financial partners, and that's where I do it.

Now, I'm going to say something that many advisors probably wouldn't agree with. And that is,

I don't think that everyone needs to have a financial

planner. I think there are a lot of people out there who could get by just fine without a financial

planner, which is heresy for a lot of people in the financial advising community. But that's my

thoughts. I believe that is a truth that many people do not need one. Now, I do absolutely believe that a lot more people could benefit

from working with a financial planner than actually use one. But what I want to talk about in

today's episode is when does it make sense to work with a financial planner? From my perspective,

which granted is going to be a little bit biased because this is what I do, but from my perspective,

what is the value that a good, that because this is what I do. But from my perspective, what is the

value that a good, that a real financial planner could provide so that you can know when might it

makes sense to work with one versus when might it make sense to do things on your own? Now, real quick,

what is this episode not? Whenever you see an episode like this or a blog like this or article like this,

it's usually about what to look for in a financial planner. Make sure they're a certified

...