Jamie Bosse
speaker
305 appearances
1 recordings
1 series
first heard Jul 2025
last heard Jul 2025
Jamie Bosse’s voice in public audio — every appearance, attributed to the second.
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Appearances
What are your thoughts?
Yeah, great question.
I think a lot of people hire financial planners for a couple of reasons.
It's either they're going through a transition, like something is different.
Right.
Maybe they're getting a new job or they're evaluating leaving their job to start a business or they've added to their family.
There's things they're considering.
Right.
So something's changing.
And so then they're like, OK, this is above my pay grade.
I need I need someone else to help me look at this.
Another reason people come in, it's more like life situations.
Right.
So some people say they're like, oh, well, I'm 40 now.
I guess I have to grow up and make myself a financial planner.
So so sometimes it's that I think a lot of people just don't have the time to be thinking about their whole financial picture.
And they just want some peace of mind that somebody is looking at it because I feel like we go through life and you build different assets and you might have 401ks in different places and bank accounts in different places.
And then you've gotten married and merged your finances.
And so you have stuff all over the place.
You put some life insurance in place that you're like, you're doing a lot of things, but you don't know if you're doing the right things or if you're moving the needle forward.
Showing 101–120 of 305 · page 6 of 16
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