Ep 83: Who Even Needs an Advisor?
Wealthy Habits Podcast
English - March 03, 2022 10:00 - 23 minutes - 22.3 MBInvesting Business News Business News 401k finance ira iowa retire advisor daveelizondo druekampmann financial money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 82: Planning for Things You Can’t Predict
Next Episode: Ep 84: Why Values-Based Planning Is Essential
Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. We’ll share some reasons that you might need an advisor.
What we discuss today:
2:13 – Are you a procrastinator?
6:01 – Don’t know where to start
8:09 – You don’t know what you don’t know
11:07 – Advisors are on your team
15:43 – You don’t have the time
18:17 – Navigating conflicting information
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