2776: When to Start Working With a Financial Planner - If Ever by Kathleen Coxwell of New Retirement

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2776: Working with a financial planner can significantly enhance your financial security and retirement happiness. Kathleen Coxwell discusses the key benefits, such as turning aspirations into achievable goals, creating strategic plans, and staying on track. Whether you're just starting or already managing your investments, professional advice or alternative tools can help optimize your financial future. Read along with the original article(s) here: https://www.newretirement.com/retirement/when-to-start-working-with-a-financial-planner-if-ever/ Quotes to ponder: "Turning your retirement aspirations into solid goals that you can achieve is easier said than done." "A financial planner can help you feel about two times more secure about your finances compared to those who go it alone." "Retirement calculators can be a very effective way of establishing a retirement plan." Episode references: Safeguard Investment Advisory Group LLC: https://safeguardinvestment.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money mindfulness, she covers it all, making financial wisdom accessible to everyone. Gain not just knowledge, but also the motivation to apply it in your daily life. It's not just a source of personal finance tips; it’s a daily companion that guides you towards financial independence and savvy money management, all delivered with Diania's trademark enthusiasm and expertise. By focusing on early retirement, financial independence, and saving money, each episode provides you with the tools needed to achieve your financial goals. This podcast is designed for those passionate about personal finance, early retirement, financial independence, and saving money. It’s your go-to source for practical advice on managing your finances, saving money, and working towards early retirement. Each episode offers actionable steps to foster financial independence and secure your financial future. Listen now, and become an OLD friend--your optimal life awaits...