Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
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Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
Do Smart Investors Really Need a Financial Advisor?
Retirement Reality Podcast
11 minutes 37 seconds
8 months ago
Do Smart Investors Really Need a Financial Advisor?
If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo.
So, 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 what we discuss in this episode:
0:00 - Intro
1:23 – Today’s question
3:01 – How advisors provide value
4:18 – Financial blindspots
6:24 – Help managing a portfolio
8:43 – Why you work with an advisor
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Phone: (855) 987-8888
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Retirement Reality Podcast
Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.