6 min
Do You Really Need a Financial Advisor? The Retiring Entrepreneur Podcast
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- Entrepreneurship
It’s natural to be skeptical about paying for financial advice. Still, there are circumstances that warrant delegating to a professional. Here are six times small business owners may need a financial advisor.
[01:34] Retiring from your small business on your preferred terms.
[02:17] Facing a big financial decision.
[03:04] Diversifying your assets.
[03:44] Minimizing your tax bill.
[04:32] Navigating complex financial needs.
[05:08] Preserving your time and energy for what’s most important to you and your small business.
For more information and resources related to this episode, please visit the show notes.
It’s natural to be skeptical about paying for financial advice. Still, there are circumstances that warrant delegating to a professional. Here are six times small business owners may need a financial advisor.
[01:34] Retiring from your small business on your preferred terms.
[02:17] Facing a big financial decision.
[03:04] Diversifying your assets.
[03:44] Minimizing your tax bill.
[04:32] Navigating complex financial needs.
[05:08] Preserving your time and energy for what’s most important to you and your small business.
For more information and resources related to this episode, please visit the show notes.
6 min