Answering Your Burning Financial Planning Questions!
Bridget’s Bucks Making a Million Dollars in The Stock Market
This is Pat Haggerty with Larchmont Wealth and I'm here again today for another episode of Bridget’s Bucks. Okay and today I'm going to teach Bridget how you can make a million dollars in the stock market. You ready?...
Bridgets Bucks Compound Growth
This is Pat Haggerty with Larchmont Wealth and I'm Bridget and this is another episode of Bridget's Bucks. If you only teach your kids one investing concept, make it compound growth. Compound growth is when you earn...
Bridgets Bucks Teaching Kids Good Investing Habits
Hi this is Bridget, and this is another episode of Bridget’s Bucks. This is my dad, Pat Haggerty, with Larchmont Wealth. I think it's very important to let your kids build their own investing habits from a very early...
What are the Steps to Hire a Financial Advisor
https://www.youtube.com/watch?v=8m4sLtXn770 What are the steps of finding and hiring a financial advisor? Step number one is to look around. You could look with family and friends for a recommendation, you could look on social media, you could look online. Once...
Fiduciary Financial Advisor
https://www.youtube.com/shorts/HL8PuvsxaeA What is a fiduciary? Everyone hears this word. A fiduciary is a person that has a registration, they are registered as a fiduciary, and that person has an obligation to choose Investments that are the best for the...
LWM When to Call a Financial Advisor
https://www.youtube.com/shorts/QOU5KF8GRdM One of the questions that many many people are confused by when it comes to financial advisors, is when do you call a financial adviser. The time to contact a financial adviser is whenever you have a major life event....
Client privacy is paramount
https://www.youtube.com/shorts/K4jQ1r7PSEU One of the most important roles that I have as a financial adviser is client confidentiality, making sure that private information stays private. I have set policies and procedures in place to make sure that whether...
What are the fees to use a financial advisor?
https://www.youtube.com/shorts/AyBShY8EV78 What are the fees to use a financial adviser? The fees to use a financial advisor can be anywhere from well under 1% to over 2%, and they can depend upon the types of Investments that you're investing in, and the total...
3 Ways to Save Money with a Financial Advisor
https://www.youtube.com/watch?v=b14hDPpDlpU Three ways you can lower fees with a financial adviser. Number one, bundle things together. Just like with an insurance relationship, if you can put all of your Investments accounts together with the same advisor, you...
How much money do you need to hire a financial advisor?
https://www.youtube.com/shorts/AemLHaD3PxQ How much money do I need to use a financial adviser is a question that I asked all the time. There are two numbers that could help make this decision. Number one, if you're earning over $231,000 a year, that puts you...
How to Get Started
Step 1
Schedule a free consultation.
Step 2
Meet for a comprehensive review of your current finances and future goals, and then implement a plan that helps you reach those goals.
Step 3
Take comfort in knowing you've finally taken control of your financial future and that you have me in town to help keep you on track.
