In this weeks episode, Warren Ingram and Pieter de Villiers explore the financial planning journey, when to manage your own money, when to work with a financial advisor, and how to know when it’s time to move on from an advisor who no longer serves your best interests.
Key takeaways:
- The pros and cons of DIY investing vs. hiring a financial advisor
- Signs it’s time to consult a financial planner
- When it’s better to fire your financial advisor
- Why education, transparency, and respect matter in financial relationships
- How to identify red flags in financial advisory services
- The importance of self-awareness in financial decision-making
Learn more about Prescient Investment Management here.
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