Podcast #64 with Carisa Bertrand: When Do You Actually Need A Financial Advisor
Financial planning can be intimidating, but understanding when to engage a professional advisor is crucial for long-term success. Many people today are first-generation financial planning clients, unlike previous generations who relied primarily on pensions and Social Security. This shift has created new challenges and opportunities in wealth management. The evolution
Branden DuCharme, CMT
June 4, 2025