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This week, we're diving into a question many people ask themselves: Do I really need a financial advisor – and if so, what should that relationship look like through the different phases of life?

Often, your financial needs evolve through different stages of life – from early career to family life, pre-retirement, and into retirement. Hosts Tim Regan and Katie Umland explain why it’s crucial to find a financial advisor who specializes in where you’re at right now, whether it’s managing student loans and setting up your first 401(k), or navigating stock options and estate planning later in life.

“Get to the person that says, ‘You're exactly who I serve, this is my specialty, and this is where I can serve you well,’” Tim says.

Plus, hear about PrairieView Wealth’s exciting new digital tools designed specifically for young professionals to jumpstart their financial planning in a modern, interactive way.

Click play to learn more, and be sure to check out our library of previous episodes!