Behind the Planner's Desk: How Planners Really See You
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Behind the Planner's Desk: How Planners Really See You
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Ever wonder what financial planners really think about their clients when the meeting's over? We're cracking open those candid conversations that happen behind closed doors. Inspired by a blog post that one of our readers sent to us: "Are you a DIYer, Validator, or Delegator when it comes to your finances," we're sharing some controversial hot takes that might be a little shocking to some of our listeners.
Key moments:
(02:24) Travis shares his journey from being a DIYer to a Delegator
(09:32) Validators struggle finding one-off planners because compliance requirements make occasional service impractical
(22:43) A simple investment mistake that often leads to massive future taxes
(38:27) Insider perspective: A lot of people are being ripped off by financial planners that charge too much
Resources mentioned:
- Delegator, Validator, or DIYer?
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