Ep 354: What to do if you are not ready for financial advice… yet

Investopoly

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In this episode, Stuart shares smart, practical steps for those who aren’t quite ready to pay for full financial advice—but still want to make smart money moves.

He explains the difference between straightforward and complex financial decisions. Early in your wealth-building journey, most choices are straightforward if you educate yourself on the fundamentals and find a great professional mentor—like a savvy mortgage broker or accountant—to guide and reassure you.

Stuart also gives real-world examples of how mentorship and basic strategic advice have helped clients successfully build property portfolios and secure financial freedom—without initially needing full-service advice.

However, he warns that when financial complexity increases, or if you lack confidence in making investment decisions, it’s crucial to know when to bring in a qualified financial advisor.

If you’re early in your journey and wondering how to move forward wisely without overpaying for advice, this episode is essential listening. Stuart offers clear, experience-backed guidance to help you stay on track while you build your foundation.

Do you have a question? Email: [email protected] or for a faster response, post a comment on the episode's video over on YouTube: https://www.youtube.com/@investopolypodcast/podcasts
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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.