))
Do Smart Investors Really Need a Financial Advisor?
Manage episode 472417964 series 2446480
Вміст надано Sean Lee. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Sean Lee або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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
139 епізодів
Поширити
