Today, Nicole tackles one of the most important, but often intimidating, questions in personal finance: should I have a financial planner? If the answer is “yes” (and lets be honest, it probably is!), that sets off a domino effect of other questions: When I’m looking for a financial planner, what questions should I ask? Do I have to be rich to get started? What can a financial planner actually do to help me? To answer all of those questions and more, Nicole is joined by Adrianna Adams, Head of Financial Planning at Domain Money, to cut through the noise and deliver the straight talk on how to find the right financial planner, and what to expect once you do.
But Nicole and Adrianna don’t just tell you what a financial planner can help with— they show you. Nicole asks Adrianna for insight on her #1 financial goal: how to set her daughter up for success. They talk custodial brokerages, the new Trump Accounts, trusts, and yes—even how to legally put your baby on payroll. This conversation got so good, Nicole’s husband jumped in to get all the useful details!
To have your own free conversation with Adrianna or the other financial planners at Domain Money, start here.
This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial planner before making any financial decisions or investments.
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