Remarkable Results Radio Podcast

In this episode of "Business by the Numbers," Hunt Demarest, CPA, discusses the value and considerations of having a financial advisor. He addresses common questions about the necessity of financial advisors and provides insights into when and why their services may be beneficial.Role of a Financial Advisor: Financial advisors offer expertise in managing investments, planning for retirement, and navigating complex financial decisions.When You Might Not Need One: Individuals with simple financial situations or who prefer to manage their own finances may not need a financial advisor.Choosing the Right Advisor: It's important to select an advisor who understands your goals, communicates well, and charges reasonable fees.Advice for Specific Situations: Particularly for those nearing retirement, consulting a financial advisor can provide valuable insights and potentially significant financial benefits.Thanks to our partners, NAPA TRACS and PromotiveDid you know that NAPA TRACS has onsite training plus six days a w