• If You’re a Smart Investor, Do You Really Need a Financial Advisor?

  • Feb 19 2025
  • Length: 18 mins
  • Podcast

If You’re a Smart Investor, Do You Really Need a Financial Advisor?

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  • Summary

  • If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo.

    So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.

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

    • Beyond just investments, where do financial advisors typically provide value that DIY investors might not consider?
    • What are some common financial blind spots or mistakes that smart DIY investors tend to overlook?
    • How should experienced investors plan for a future where they may not want (or be able) to actively manage their portfolio?
    • What Lee would say to investors who are skeptical that an advisor could improve their financial situation

    Want to set up a meeting with us? Visit us here: http://talkwithjp.com

    Get more financial education at http://myretirementclarity.com
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