• Do Smart Investors Really Need a Financial Advisor?

  • 2025/03/20
  • 再生時間： 17 分
  • ポッドキャスト

Do Smart Investors Really Need a Financial Advisor?

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  • Do you really need a financial advisor, or can you handle your investments on your own? We received a question from someone who has been a successful investor and is wondering whether they would get value out of a financial advisor. Let’s dive into the pros and cons of DIY investing and explain how working with an advisor can actually save you money, time, and stress.

    Here’s what we discuss in this episode:

    💰 DIY Investing Risks

    📉 Market Downturns & Retirement

    🧾 Tax & Withdrawal Strategies – The piece most DIY investors overlook

    👥 Succession Planning – Will your spouse or family know what to do?

    0:00 – Intro

    0:54 – First reaction

    2:35 – Different challenges in retirement

    6:45 – Stress of doing it alone

    9:31 – More than investing

    11:30 – Succession planning

    Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

    Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

    Watch the show on YouTube: https://www.youtube.com/channel/UCSvc4i_5kYjIQXyr0fNTeXQ?sub_confirmation=1

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あらすじ・解説

Do you really need a financial advisor, or can you handle your investments on your own? We received a question from someone who has been a successful investor and is wondering whether they would get value out of a financial advisor. Let’s dive into the pros and cons of DIY investing and explain how working with an advisor can actually save you money, time, and stress.

Here’s what we discuss in this episode:

💰 DIY Investing Risks

📉 Market Downturns & Retirement

🧾 Tax & Withdrawal Strategies – The piece most DIY investors overlook

👥 Succession Planning – Will your spouse or family know what to do?

0:00 – Intro

0:54 – First reaction

2:35 – Different challenges in retirement

6:45 – Stress of doing it alone

9:31 – More than investing

11:30 – Succession planning

Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/

Watch the show on YouTube: https://www.youtube.com/channel/UCSvc4i_5kYjIQXyr0fNTeXQ?sub_confirmation=1

続きを読む 一部表示

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