Horse Cents Street Smart Investing
The Hodges Family has been steeped in the investment management business since the 1960s. From the inception of Hodges Capital by the patriarch, Don Hodges, to the present generation who continues to run the business, the knowledge here is extensive.We will cover many different topics within the vast realm of investing. Some may be more general, some more specific. We tend to keep it playful and tie-in some of our favorite quotes to highlight our points. With each episode we hope our listeners gain more insight into our thought process and how we help our clients.
Horse Cents Street Smart Investing
EP 8: When to Hire a Financial Advisor and Involving Adult Children into Your Finances
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Hodges Private Client
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Season 1
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Episode 8
In this two-part episode, Alan and Clark will discuss some of the triggering points in a person’s life where hiring an advisor would make sense. They will then dive into one of the looming problems on the horizon; aging parents and getting adult children involved in your finances. Aging baby boomers are now entering the phase where they need to get their estates in order and have family members in the know. The “when” and the “why” are equally important!