Oct 20, 2025
Compelling Reasons You Need a Financial Advisor
This week, Jeff Perry sits in for Chris Boyd and is joined by
co-host Russ Ball, both part of the AMR
team at Wealth Enhancement Group. Inspired by Christine Benz’s
Morningstar article, “Why I Have a
Financial Planner,” Jeff shares his personal journey from DIY
financial planning to becoming a client and eventually a team
member of the AMR Team. Together, Jeff and Russ explore the value
of getting a second opinion on major financial decisions, the
importance of stress-testing your retirement plan, and
the different compensation models in the financial advisory
world. They also offer practical advice on how to evaluate a
financial advisor, including the three essential questions every
investor should ask. Whether you are managing your own
finances or considering professional guidance, this episode offers
insights that could help you uncover blind spots and make more
confident decisions about your financial future.
#FinancialPlanning #WealthManagement #JeffPerry #RussBall
#ChristineBenz #FinancialPlan
#ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance
#FinancialAdvisor
To read Christine Benz’ article, click the link below:
https://www.morningstar.com/personal-finance/why-i-have-financial-planner
For more information or to reach TEAM AMR, click the following
link:
https://www.wealthenhancement.com/s/advisor-teams/amr