Carter Hench Headshot, millennial financial advisor, retirement, retiree, business owner, stock compensation, CFP, Enrolled Agent

Content To Fuel Your Financial Takeoff

Listen
Watch

Weekly videos, podcasts, and articles to keep you up-to-date on thoughts, tips and strategies to get the most out of life.

Ask a Question
Illustration of a person choosing between a robo-advisor app and a financial advisor, weighing pros and cons.
Robo-Advisors Part 2: Pros, Cons & Pitfalls to Watch Out For
Illustration of a robo-advisor dashboard with automated investment charts and technology-driven financial planning tools
Robo-Advisors Part 1: What Are They & Should You Use One
When Things Go Wrong: How to Report Financial Advisor Misconduct (and Why E&O Insurance Matters)
Robo-Advisors Part 2: Pros, Cons & Pitfalls to Watch Out For
Life
Investing
Robo-Advisors Part 1: What Are They & Should You Use One
Investing
Life
When Things Go Wrong: How to Report Financial Advisor Misconduct (and Why E&O Insurance Matters)
Life
When To Know You Should Fire A Financial Advisor & How To Do It?
Life
Should You Care About a Financial Advisor’s Credentials?
Life
Where To Find a Financial Advisor?
Life
Fee-Only vs. Fee-Based: What’s the Difference?
Life
What Fees Do Financial Advisors Charge?
Life
Types of Financial Advisors
Life
Your Life Is Like An Airplane Flight...
Life
Who Are Financial Advisors?
Life
Investing
Do I Need a Financial Advisor? Should I Change Financial Advisors?
Life
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

See how we can help you live your best life.

We'd love to meet you.
Schedule a meeting
(937) 203-9237
hello@thefinancialtakeoff.com
Based in Denver, CO & Cincinnati, OH
Virtually servicing clients around the world
TwitterLinkedInInstagramPodcast (Coming Soon!)Youtube (Coming Soon!)Privacy PolicyDisclosures
If you have come this far, thank you! Please subscribe for updates.
Get weekly emails from real human financial advisors. Just quality information to help your financial takeoff.
Thank you!

We're excited to be part of your financial takeoff!
Oops! Something went wrong.
You should always consult with your financial, tax, or legal professional before making any financial decisions. This material is intended for education purposes only and does not materially constitute a solicitation for the purchase or sale of any securities.
Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance and future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.
Copyright © 2025 The Financial Takeoff. All rights reserved.