Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is similar; they are a type of financial advisor who focuses more on long-term money management.

As Paul explains in his guest appearance, we all make financial decisions every day, whether we’re making educated choices or not. When you want to make more informed financial decisions, improve your overall financial wellness, and even question the status quo in terms of what’s worth your money, that’s when you’re ready for a financial advisor (or planner).

Watch the full video below to see all of Paul’s advice!



Don’t let current conditions keep you up at night. Obsessing over the market is what we do! 

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