Why You May Need a Financial Advisor, Even if You're Not Rich
*By Lauren Babbage*
You don't need to be a millionaire to hire a financial planner. Even if you're in debt, an expert may be able to help you manage your money.
"There are more and more [financial planners] sprouting up wanting to help build wealth, rather than just manage wealth," said Shannon McLay, the founder and CEO of The Financial Gym, a planning firm.
McLay told Cheddar that a financial advisor can help in three essential areas:
1. **Goals.** Not boring, old-school goals like saving for a rainy day or a downpayment on a house. Maybe you want to freeze your eggs or buy a zoo. A planner can help establish short-term and long-term goals to help make your dream a reality.
2. **Accountability.** Do you spend too much ordering on Seamless? Are your impulse buys too frequent? A planner can review your budget and expenses, and help you curb unnecessary spending.
3. **Advice.** Your planner can be a sounding board when you need to make big financial decisions. Whether it's going back to school, buying a house, or taking a new job, an impartial expert can walk you through the financial pros and cons.
It's never too late or too early to engage a financial planner, McLay said.
"The biggest issue we see with clients is money behaviors, and bad money behaviors," she said Wednesday in an interview with Cheddar. "A financial planner will help you establish really good financial behaviors early on."
According to a 2017 study by the Center for Financial Services Innovation, 48 percent of Americans said they spend as much or more than they make, causing them a significant amount of stress. And McLay said that many women ー eight out of 10 ー lack confidence in their financial decisions.
Hiring a financial planner, she said, can ease the burden and allow you to spend more time living your life and less time worrying about how you'll pay for it.
For the full interview, [click here](https://cheddar.com/videos/you-dont-have-to-be-rich-to-hire-a-financial-planner).
James Gallagher, CEO and Co-Founder of GreenLite, discusses the challenges of rebuilding the fire-affected LA area and how permitting complicates the process.
Super Bowl Champion, Julian Edelman, talks Chiefs' conspiracies, his fave TSwift song and his bet for Super Bowl LIX. Plus, the best time for a bathroom break.
Ron Hammond, Sr. Director of Government Relations at the Blockchain Association, breaks down Trump’s plan to strengthen U.S. leadership in financial technology.
BiggerPockets Money podcast is now available on Cheddar Wednesdays at 10am ET! Mindy Jensen shares how her podcast is helping people gain financial freedom.
The social video platform's future remains in doubt, as players scramble to profit from the chaos. Plus: Big oil gets bigger, DOGE downsizes, and tariffs!
Ty Young, CEO of Ty J. Young Wealth Management, joins Cheddar to discuss Trump's moves as he returns to Washington D.C. and how it may affect the U.S. economy.
Starbucks’ decision to restrict its restrooms to paying customers has flushed out a wider problem: a patchwork of restroom use policies that varies by state and city. Starbucks announced last week a new code of conduct that says people need to make a purchase if they want to hang out or use the restroom. The coffee chain's policy change for bathroom privileges has left Americans confused and divided over who gets to go and when. The American Restroom Association, a public toilet advocacy group, was among the critics. Rules about restroom access in restaurants vary by state, city and county. The National Retail Federation says private businesses have a right to limit restroom use.
President Donald Trump is talking up a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle and SoftBank. The new entity, Stargate, will start building out data centers and the electricity generation needed for the further development of the fast-evolving AI in Texas, according to the White House. The initial investment is expected to be $100 billion and could reach five times that sum. While Trump has seized on similar announcements to show that his presidency is boosting the economy, there were already expectations of a massive buildout of data centers and electricity plants needed for the development of AI.
Chris Ruder, Spikeball Founder and CEO, explains how he and his friends put roundnet on the global map, plus, how Spikeball helps people "find their circle."