DiscoverMONEYFITMD PODCASTEpisode 312: Do You Really Need a Financial Advisor
Episode 312: Do You Really Need a Financial Advisor

Episode 312: Do You Really Need a Financial Advisor

Update: 2025-11-18
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Episode Summary

In this episode, Dr. Latifat breaks down one of the most common money questions high-earning women physicians ask: “Should I pay for a financial advisor?”

Here’s the honest truth — most people are paying thousands of dollars every year for work they could easily automate themselves. Data shows that a simple, low-cost index fund strategy (think Boglehead-style investing) often performs just as well as many actively managed portfolios — minus the hefty fees.

But this isn’t about villainizing financial advisors. It’s about empowering you to understand what you’re paying for and making sure you’re actually getting value in return.

If your financial advisor is helping you strategize, optimize, and grow beyond what you could do on your own — that’s worth exploring.
If not? It may be time to reclaim that money and redirect it toward your own wealth-building goals.

🩺 You’ll Learn:

  • Why “boring” automated investing often outperforms high-fee strategies
  • The real difference between investing with confidence and outsourcing without clarity
  • When a financial advisor is actually worth it — and when they’re not
  • How Dr. Latifat went from –$200K to 7 figures using simple, automated money systems

🧠 Quote to Remember

“If your advisor isn’t adding clear, measurable value — you’re paying for the same work twice.”

🔗 Resources Mentioned

  • Done With Broke by Dr. Latifat Akintade- https://a.co/d/gY0WLmG
    – the guide that walks you from chaos to confident wealth.
  • Automate your investments with trusted platforms like Fidelity or Vanguard. Check out our program which teaches women physicians to automate their six figures income to 7 figure networth. moneyfitmd.com/6to7


Join hundreds of women physicians learning

You’re making six or even seven figures—and still asking, “Where did all my money go?” The problem isn’t your income—it’s that you haven’t learned how to have money left.

The Money Left Over program gives women physicians the tools to uncover 4–5 figures in extra monthly cash and finally let your money start working for you.

👉 Go to moneyfitmd.com/moneyleftover now and find out how.

You’re making six or even seven figures—and still asking, “Where did all my money go?” The Money Left Over program gives women physicians the tools to uncover 4–5 figures in extra monthly cash and finally let your money start working for you.

👉 Click here to find out how.

Connect with Dr. Latifat:
💡 Instagram
👥 Facebook Group
🔗 LinkedIn
📩 Email
☎️ Book a Complimentary Call
💸 Youtube

Free Resources for Women Physicians
🧳 Sabbatical Guide (Free Download)
🧠 Financial Starter Guide
💸 Money School for Women Physicians
🧬 Financial Personality Quiz

Books & Programs
🔑 The Power to Choose by Dr. Latifat
📘 Done with Broke (Amazon)

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Episode 312: Do You Really Need a Financial Advisor

Episode 312: Do You Really Need a Financial Advisor

Dr Latifat Akintade