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Do Smart Investors Really Need a Financial Advisor?

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Manage episode 467599759 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question we’ve heard from a number of different people. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.

Here’s what we discuss in this episode:

0:00 – Intro

2:15 – What is a financial advisor?

3:51 – More than investing

7:40 – DIY blindspots

12:05 – Value of an advisor

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://bit.ly/3WdDG96

  continue reading

285 episodes

Artwork
iconShare
 
Manage episode 467599759 series 2510975
Content provided by Phil Putney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phil Putney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question we’ve heard from a number of different people. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.

Here’s what we discuss in this episode:

0:00 – Intro

2:15 – What is a financial advisor?

3:51 – More than investing

7:40 – DIY blindspots

12:05 – Value of an advisor

For more, visit us online: http://philstaxhacks.com

Watch the video podcast on YouTube: https://bit.ly/3WdDG96

  continue reading

285 episodes

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