Ever wonder what financial planners really think about their clients when the meeting's over? We're cracking open those candid conversations that happen behind closed doors. Inspired by a blog post that one of our readers sent to us: "Are you a DIYer, Validator, or Delegator when it comes to your finances," we're sharing some controversial hot takes that might be a little shocking to some of our listeners.
Key moments:
(02:24) Travis shares his journey from being a DIYer to a Delegator
(09:32) Validators struggle finding one-off planners because compliance requirements make occasional service impractical
(22:43) A simple investment mistake that often leads to massive future taxes
(38:27) Insider perspective: A lot of people are being ripped off by financial planners that charge too much
Resources mentioned:
There's no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free!
Like the show? There are several ways you can help!
