
Sign up to save your podcasts
Or


Ready to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now.
Sign up for the newsletter.
-----
Is managing your finances yourself costing you more than you realize? Discover the real value a financial advisor may be able to bring to your retirement planning.
This episode explores the pros and cons of going solo in your financial journey versus partnering with a professional advisor. Using relatable analogies and real-life examples, Peter highlights how a financial advisor may be able to help you avoid costly mistakes, seize growth opportunities, and simplify your financial life. Whether you're a do-it-yourself investor or considering professional guidance, this episode provides practical insights to help you understand if professional guidance could be a good fit for you.
Listen now and learn:
The hidden costs and risks of do-it-yourself retirement planning.
How financial advisors bring value beyond just managing investments.
Practical considerations for deciding when and why to hire an advisor.
The benefits of having a comprehensive financial plan for long-term success.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
By Peter Lazaroff4.8
134134 ratings
Ready to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now.
Sign up for the newsletter.
-----
Is managing your finances yourself costing you more than you realize? Discover the real value a financial advisor may be able to bring to your retirement planning.
This episode explores the pros and cons of going solo in your financial journey versus partnering with a professional advisor. Using relatable analogies and real-life examples, Peter highlights how a financial advisor may be able to help you avoid costly mistakes, seize growth opportunities, and simplify your financial life. Whether you're a do-it-yourself investor or considering professional guidance, this episode provides practical insights to help you understand if professional guidance could be a good fit for you.
Listen now and learn:
The hidden costs and risks of do-it-yourself retirement planning.
How financial advisors bring value beyond just managing investments.
Practical considerations for deciding when and why to hire an advisor.
The benefits of having a comprehensive financial plan for long-term success.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

454 Listeners

805 Listeners

1,312 Listeners

523 Listeners

750 Listeners

538 Listeners

666 Listeners

197 Listeners

601 Listeners

907 Listeners

344 Listeners

807 Listeners

188 Listeners

866 Listeners

170 Listeners