If You’re a Smart Investor, Do You Really Need a Financial Advisor?
Update: 2025-03-06
Description
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 some of what we discuss in this episode:
- Where financial advisors add value that DIY investors might not consider
- Common financial blind spots or mistakes that smart DIY investors tend to overlook
- What happens when life changes?
- What Trent and Brandon would say to investors who are skeptical that an advisor could improve their financial situation
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
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