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
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!