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Do I really need a financial advisor if I want to retire early?
Manage episode 478429358 series 3653660
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In this episode of the Retire Early Podcast, financial advisors Sam Benson and Linwood Fraher from Martin Wealth Solutions discuss the critical decision of whether to manage your investments yourself or hire a financial advisor. They explore the benefits and pitfalls of both approaches, the types of financial professionals available, and the importance of selecting a fiduciary. They also delve into the emotional and strategic aspects of financial planning, the essential questions to ask potential advisors, and the comprehensive services a good financial advisor should provide. Tune in to learn what can help you achieve your goal of retiring early.
http://retirewithmartin.com/ <- Learn about working with us
www.planwellretirehappy.com
00:00 Introduction to Financial Advising 01:13 Meet the Hosts 01:28 DIY Investing vs. Professional Help 05:22 The Emotional Side of Investing 07:27 Choosing the Right Financial Professional 14:35 The Role of a Financial Advisor 21:31 Key Questions to Ask Your Advisor 30:18 Conclusion and Final Thoughts
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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