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Do Smart Investors Really Need a Financial Advisor?
Manage episode 467599759 series 2510975
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
285 episodes
Manage episode 467599759 series 2510975
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
285 episodes
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