With today’s economic uncertainty—from inflation and interest rates to tax code changes and volatile markets—many people ask, “Can I afford to go it alone?” In this episode, Ed and LeAnne Siddell tackle the never-ending question, “Do I really need a financial advisor?”
Ed draws from personal experience and decades of financial coaching to explore the real value of professional advice. Through real-life stories and insights from the families he serves, Ed explains how a financial advisor can help you move from simply accumulating wealth to creating a personalized distribution strategy, reducing taxes, and navigating complex healthcare and legacy planning.
If you’ve ever wondered whether managing your finances saves you money—or possibly costs you more in the long run—this episode will challenge your assumptions and help you see the bigger picture. Whether you’re nearing retirement or just starting to think more strategically about your future, this episode offers guidance to help you confidently make decisions.
In this podcast interview, you’ll learn:
- Why even top performers have coaches—and how that applies to your financial future.
- The five worlds of money and why focusing only on investments could be a costly mistake.
- The hidden tax consequences of bad withdrawal strategies such as IRMAA penalties.
- Why financial firms choose to be fiduciaries and what that means to you and the advice you’re given.
- The importance of purpose-driven planning: it’s not just about the numbers—it’s about what your money means.
How Fit Is Your Retirement Plan?
We can help you manage your finances so you can pursue your goals. To learn more, visit EGSIFinancial.com
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