A good financial advisor will ask you qualifying questions that go well beyond how much money you have to invest, and if they truly have your best interest at heart, they will be the first ones to tell you if you don’t actually need them. Donna and Nathan discuss how to know if active money management isn’t something that you need at this stage in your life. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel recount the events that took place during the Panic of 1907.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 9/6/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.