transcript
show notes
Choosing a financial advisor is one of the biggest financial decisions you'll make—but do you actually need one? Brian and Bo break down the uncomfortable truth about financial advisors, including advisor fees, fiduciary standards, commission vs fee-only advisors, behavioral coaching, retirement planning, tax planning, estate planning, investing, and why portfolio management is only a small part of real financial planning. You'll also learn when DIY investing makes sense, how advisor value is measured, and the biggest mistakes people make when hiring an advisor. Whether you're building wealth, approaching retirement, or deciding if professional financial advice is worth the cost, this episode helps you make a more informed decision.
Jump start your journey with our FREE financial resources
Reach your goals faster with our products
Take the relationship to the next level: become a client
Subscribe on YouTube for early access and go beyond the podcast
Connect with us on social media for more content
Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life.
Learn more about your ad choices. Visit megaphone.fm/adchoices
