Good Financial Reads: When and Why Should I Hire a Financial Advisor?

2 min read
June 30, 2023

Millennial Money (Personal Finance)

by Johnson Rhett, Branning Wealth Management

Millennials. Those born between 1981 and 1996; ranging in age from 26-41 years old. VHS, Windows ‘98 startup sound, Blockbuster Friday nights, those never-ending strawberry candies at your grandmother’s house, watching “The Price Is Right” when you were “sick” at home from school, Nintendo 64 – the list goes on and on. Bring up nostalgia? 

Millennials make up the largest generational group in the United States today. This segment of society has changed the world as we know it. Yet, there is one topic essential to living a contented life that most of this demographic was not properly taught growing up – how to view and steward your money, otherwise known as, personal finance

Financial literacy, as defined by National Financial Educators Council, is “possessing the skills and knowledge on financial matters to confidently take effective action that best fulfills an individual’s personal, family and global community goals”. Financial literacy is extremely important to learn, as money seeps into all areas of our lives. Budgeting, saving, and investing are all issues you will have to address throughout your adult life. How you manage your finances is critical to your well-being! 

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How to Choose a Financial Advisor

by Grant Bledsoe, Three Oaks Wealth

If you’re currently searching for financial assistance, you’re likely aware that there is a wide array of practitioners available to help you. However, not all financial professionals are the same—they possess different expertise, work in diverse ways, and are compensated differently. In today’s episode, we walk you through what you should look for in a financial advisor, exploring the factors that will help you choose a professional who aligns with your goals and priorities. By the end of this episode, you’ll have a clearer understanding of what to look for, enabling you to confidently navigate the search for financial help.

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Who Do You Call . . . CFP®? EA? CFA?

by Michelle Smalenberger, Financial Design Studio

When you are too busy or overwhelmed, that’s when you should bring in a professional. But, who do you call . . . CFP®? EA? CFA? Someone else? This episode breaks down the cost of staying the same as well as what these key financial designation actually mean.

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The Financial Planning Process Everyone Needs to Be Using

by Grant Bledsoe, Three Oaks Wealth

Being well educated in financial planning is vital, especially if you try to plan on your own. However, people who do it themselves often have an inconsistent process. In this week’s episode of Grow Money Business, Grant dives into the financial planning process, what you need to know about DIY planning versus hiring a professional, the seven-step financial process by the CFP board, and more.

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From Consumer to CFP

by Michelle Smalenberger, Financial Design Studio

What does it take to go from from consumer to CFP… but what does it even mean to be a CFP? A lot more than you might think! Jake will share his story and how he switched to this path. From fake advisors to study plans and FDS, you’ll get an inside perspective about becoming a Financial Planner.

[Listen to the Podcast]

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

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