If you’ve spent years successfully managing your own investments, do you really need a financial advisor? Scott works with a lot of highly skilled, intelligent professionals. So, for someone like this, is working with an advisor just an extra expense, or could it actually add real value?
In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:21 – Defining what an advisor is
4:11 – Behavioral biases in investing
5:38 – Do you have the time?
7:22 – What are you focused on?
10:56 – Finding the best fit for you
Resources for this episode:
https://www.businessinsider.com/forgetful-investors-performed-best-2014-9
Vanguard Article:
Resources:
Our website: https://retireairlines.com/
Phone: (419) 314-4139
Contact our team: https://retireairlines.com/contact-us/
Schedule an introductory call: http://callosborn.com/
Order your no-cost retirement toolkit: https://keap.page/lde199/the-pilot-s-planner-toolkit.html
Check out our other no-cost financial resources & guides here: https://retireairlines.com/guides-whitepapers/
The “When I Die” binder: https://retireairlines.com/wp-content/uploads/2024/10/Scott-O-FILLABLE-BINDER-10.22.24-1.pdf
Watch the podcast on YouTube: https://www.youtube.com/@retireairlines
