PFR Nation…you’re somewhere in the ballpark of 50-60+ and you’ve gotten to the point where you feel you are on the verge of achieving financial independence. Congratulations!! All of that hard work and sacrifice pays off in the end.
I wanted to make an episode about when I thought it made sense to hire a financial advisor, and more specifically a financial advisor who specializes in retirement planning. However, I realized how BIASED I am personally on this topic 😊!
Naturally, I decided to go to the most objective source possible, Chat GPT. For those who don’t know, Chat GPT is the Godfather of Artificial Intelligence and is owned by “OpenAI.”
I created a new chat with the following prompt:
“I'm doing my next podcast for folks in the 50 to 60 range that have saved diligently for retirement. I want to explain when and why they should really consider hiring a financial planner. Also, I want to tell them HOW to find a financial advisor that specializes in working with them.”
So, without further ado, I hope you enjoy this episode.
P.S.
I talked about WHERE I would go to find the “Right” financial advisor on the show, but I did not get into the details. I said I would create a short list of resources to use in your find an advisor search, so I decided to make a PDF for you all. I hope it helps! CLICK HERE to view the PDF.
-Kevin
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