The Pete the Planner® Show

Panic is Expensive -- Calm Down


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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.

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The Pete the Planner® ShowBy IBJ Media

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