{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Small Changes, Big Results | Your Wealth Journey Podcast","title":"When to Hire a Financial Advisor: Milestones that Should Motivate You","html":"","width":"100%","height":180,"duration":996,"description":"Episode Title: When to Hire a Financial Advisor: Milestones that Should Motivate You\n\nIn this episode of Your Wealth Journey, produced by Bradford Financial Center, financial advisors Shallon Weis, CFP®, AIF®, and Jim Tausz, CFP®, AIF®, discuss one of the most common questions people ask: When is the right time to hire a financial advisor?\nMany people assume financial planning is only for those approaching retirement or managing significant wealth. In reality, some of life's most important milestones can create financial complexity long before retirement enters the picture. From starting a new job and growing your family to receiving an inheritance, changing careers, preparing for retirement, or navigating major life transitions, Shallon and Jim explore the moments when professional financial guidance can make a meaningful difference.\nThroughout the conversation, they discuss how a financial advisor can help bring clarity to important decisions, coordinate investment, tax, insurance, and estate planning strategies, and provide an objective perspective during times of uncertainty. They also explain why waiting until a financial challenge arises may limit your options and how proactive planning can help create greater confidence and peace of mind.\n\nWhether you're building wealth, approaching retirement, managing a significant life change, or simply wondering if it's time to seek professional guidance, this episode offers practical insights to help you evaluate where you are today and what support may help you move forward with confidence.\n\nStay tuned for the Five in Five segment at the end, where Shallon and Jim share five key milestones that may signal it's time to work with a financial advisor, along with practical tips for evaluating your financial picture, identifying planning gaps, and taking the next step toward a more coordinated financial future.\n\nOUR APPROACH\nToday's investor needs more than a portfolio manager; they need a dedicated financial consultant...","thumbnail_url":"https://img.transistorcdn.com/xHzE3h7oSbDNZY6yt4ollPsDTYtBfbeiy8s7cbMPNnE/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzI5MzMwLzE2NDgx/NjI2MTgtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}