Have you ever rubbed a lamp, hoping your financial worries would be solved? Do you feel overwhelmed thinking about where to start with saving for retirement? Do you feel too young or too old to start asking for help from a professional? Today's guests, Dave Brinkman and Alissa Garcia, give you insight about the benefits of engaging an advisor to help you achieve your long-term financial goals, regardless of your current situation.
In this episode, sponsored by Schneider Downs Wealth Management Advisors, LLC, Dave and Alissa answer questions about what it's like to work with a financial advisor, as well as discuss why it's important to look at the whole picture, where to start, how to best manage risk and debt, and how it's never too late to start. They also lay out some cool facts, including which gender statistically makes smarter investment decisions. Do you know the answer? Take a listen to find out!
BONUS TRACK: Keep listening to learn how Dave thought the episode SHOULD have ended. Be ready to find an orange beverage STAT.
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