Is hiring a financial advisor really worth it, or can you manage your investments on your own? Many DIY investors feel confident in their abilities, but are they overlooking anything? In this episode, Ryan is joined by Ron and Nick to break down the real value of a competent financial advisor and the misconceptions about their role.
Here’s what we cover in this episode:
💰 More Than Just Stock Picking – Why advisors add value beyond the market
📊 Asset Allocation & Cost Efficiency – The hidden factors that boost returns
📉 Behavioral Coaching & Market Volatility – Avoid emotional investing mistakes
🧾 Tax-Efficient Investing & Withdrawal Strategies – Keep more of your money
0:00 – Intro
1:50 – A big misconception
3:56 – Things you can control
8:22 – Asset allocation
11:06 – Where advisors add value
20:41 – Withdrawal strategies
24:38 – Importance of planning
31:14 – Behavioral coach
36:38 – Final Takeaway
Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H
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