Reasons You Shouldn't Call An Advisor

You’ve heard all the reasons why you should call a financial advisor, but what about the reasons you shouldn’t? In this tongue-in-cheek episode, Tad, Toni, and Tyler run through seven hilariously bad reasons to skip working with a professional. From “I’ve mastered internet research” to “I want to work until I die,” the trio uses humor to highlight some of the most common (and dangerous) mindsets that keep people from getting help when they need it most.

While it’s full of laughs, this episode also packs serious financial wisdom. Tad explains why tax laws are changing, how failing to plan could mean leaving a big chunk of your legacy to the IRS, and why trying to DIY your retirement income plan may lead to big mistakes. Whether you’re side-eyeing advisors or just wondering if you really have to work forever, this episode offers a gut-check, a few laughs, and you may realize you’re in better shape than you thought.

Here’s what we discuss in today’s show:

😂 The 7 “tongue-in-cheek” reasons not to call an advisor

💼 Why DIY investors often forget to plan for retirement income

🧠 What most people misunderstand about taxes in retirement

🧭 How lack of planning can hurt your kids and help the IRS

📊 Why knowing the math behind your plan matters more than ever

Key Takeaway

"The IRS is playing chess, and if you're not aware of that, you're likely losing."

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