💬 Ready to take control of your financial future? Let’s chat!
📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html
Do you really need a financial advisor, or can you do it all yourself? Tim breaks down the biggest misconceptions about advisors and reveals the true value they bring beyond just picking investments. Learn how to distinguish between advisors, planners, and wealth managers, and discover which life milestones make professional guidance essential. Tune in to find out if going it alone is putting your wealth at risk.
Here’s some of what we discuss in this episode:
💬 Why An Advisor Matters: understanding when guidance can make the biggest difference
🧠 Behavioral Coaching: why emotions—not markets—often derail investors
🧩 Beyond the Portfolio: advisors add value through tax, estate, and insurance strategy
💰 Cost vs. Value: understanding what you pay for and why it can be worth it
🚀 Getting Started: how to begin the process and what to expect in your first meeting
Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html
Website: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice.
The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...
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