Plan With The Tax Man
If You’re a Smart Investor, Do You Really Need a Financial Advisor?
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:20:18
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Sinopsis
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. Important Links: Website: http://www.yourplanningpros.com Call: 844-707-7381 ----more---- Transcript: Speaker 1: If you've spent years successfully managing your own investments, do you really need a financial advisor? That's a question that one of our listeners sent in, and it works really well, because earlier this month, we had a similar question, but from a business owner's standpoint. So let's tackle it now from the other side and see if we can help you break it down here on Plan With The Tax Man. Hey everybody