If you've successfully managed your own investments for years, do you really need a financial advisor? Many DIY investors see it as an unnecessary expense, but as you approach retirement, it might be time to enlist the help of someone to help you with the other areas of retirement? Today we’ll tackle this common question and explains how advisors add value beyond investment returns.
Here are some of the things we discuss:
💰 Investing is just one piece – Advisors offer much more than stock picking
⚖️ Tax efficiency matters – The right strategy can save you thousands
📜 Estate planning gaps – Avoid common DIY mistakes
🚀 Behavior & coaching – Why even experienced investors benefit from guidance
🔄 New laws & market shifts – Stay ahead of tax law changes & economic trends
0:00 – Intro
2:09 – Everything an advisor helps with
5:06 – Investing is just one piece
6:05 – DIY blind spots
9:50 – Addressing the skeptics
Visit us online: https://blackoakam.com/
Phone: (470) 508-0508
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Schedule a call with Ryan: https://speakwithryan.com/
Get your tax-free retirement toolkit: https://bit.ly/3PMjKqc
Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
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