Ever wonder what financial planners really think about their clients when the meeting's over? We're cracking open those candid conversations that happen behind closed doors. Inspired by a blog post that one of our readers sent to us: “Are you a DIYer, Validator, or Delegator when it comes to your finances,” we’re sharing some controversial hot takes that might be a little shocking to some of our listeners.

 

Key moments:

 

(02:24) Travis shares his journey from being a DIYer to a Delegator

(09:32) Validators struggle finding one-off planners because compliance requirements make occasional service impractical

(22:43) A simple investment mistake that often leads to massive future taxes

(38:27) Insider perspective: A lot of people are being ripped off by financial planners that charge too much

 

Resources mentioned:

• Delegator, Validator, or DIYer?

 

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