
Sign up to save your podcasts
Or


Market downturns bring out the worst in investors—panic selling, emotional decisions, and a desperate need to ‘do something.’ But that’s exactly when a good financial advisor proves their worth. In this episode, we pull back the curtain on what advisors really do during turbulent times. From keeping clients from self-sabotage to executing tactical strategies like tax-loss harvesting and rebalancing, we break down why their value goes far beyond picking investments. Plus, why going it alone in a volatile market could be the most expensive mistake you ever make. If you've ever questioned whether an advisor is worth it, this episode is for you.
By IBJ Media4.6
245245 ratings
Market downturns bring out the worst in investors—panic selling, emotional decisions, and a desperate need to ‘do something.’ But that’s exactly when a good financial advisor proves their worth. In this episode, we pull back the curtain on what advisors really do during turbulent times. From keeping clients from self-sabotage to executing tactical strategies like tax-loss harvesting and rebalancing, we break down why their value goes far beyond picking investments. Plus, why going it alone in a volatile market could be the most expensive mistake you ever make. If you've ever questioned whether an advisor is worth it, this episode is for you.

3,588 Listeners

2,000 Listeners

448 Listeners

814 Listeners

1,320 Listeners

549 Listeners

756 Listeners

549 Listeners

682 Listeners

13 Listeners

194 Listeners

582 Listeners

450 Listeners

52 Listeners

833 Listeners

54 Listeners

4 Listeners

1,069 Listeners

8 Listeners

359 Listeners

9 Listeners

4 Listeners

0 Listeners