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Is a Financial Advisor Really Worth It? The Value of Trusted Guidance
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In this episode of the Make It Personal Podcast, host Mark Zagurski tackles one of the most common, and important, questions people ask: Do I really need a financial advisor? With so much financial content flooding the internet, from talking heads to self-proclaimed “gurus”, it’s hard to know what’s credible and what’s truly in your best interest. Mark offers an honest, inside look at what a trusted financial advisor really does, how they add value beyond just buying investments, and why personalized advice outshines generic online tips every time.
Drawing from over 30 years of experience, and sharing wisdom from top advisor Marty Higgins, Mark explores the key differences between buying financial “products” and building a strategic, long-term plan. He walks through the real-life benefits of working with a professional, from creating holistic financial roadmaps to ensuring plans stay on track through life’s inevitable twists and turns. This episode also addresses common objections, like whether paying a 1% fee is worth it, and sheds light on the true cost (and risk) of a DIY financial approach.
Key takeaways:
A financial advisor’s real value is personalized guidance, not just buying investments.
Paying a 1% fee may not make sense for simple tasks, but it can be well worth it for comprehensive planning and behavioral coaching.
Good advisors add value through tax strategies, estate planning, risk management, and by keeping your plan on track when emotions run high.
Personalized advice helps avoid costly mistakes and ensures your plan is self-completing, designed to work even if life throws you unexpected curveballs.
Financial planning is not a one-time task; it requires regular updates, strategic adjustments, and a partner who understands your unique goals.
Thinking about whether professional financial advice is right for you? Visit www.makeitpersonalpodcast.com to connect with one of our expert advisors for a no-obligation consultation, download our free eBook, or subscribe to our monthly newsletter. Your future deserves a personal touch!
“Good advice is never free, but bad advice can cost you everything.” - Mark Zagurski
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Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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