Wealthy Habits Podcast

Ep 83: Who Even Needs an Advisor?


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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

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/

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Wealthy Habits PodcastBy Dave Elizondo

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