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Can Financial Planning Be A DIY Job?

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Manage episode 241912614 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Wondering whether or not you really need a financial advisor or if you could just figure it out on your own? Why do people choose to approach financial planning like a DIY project, and why do some of those DIYers later change their mind?

On this episode:

1:04 - Why don’t some people choose to work with a financial advisor?

2:49 - What triggers someone to go from DIY to working with a financial advisor?

4:38 - What is a big mistake that happens with those who decide to DIY their financial plans?

6:34 - Is risk factored into a DIY financial plan?

Get the full show notes and additional resources by clicking here.

  continue reading

300 episodes

Artwork

Can Financial Planning Be A DIY Job?

Retirement Ready

16 subscribers

published

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Manage episode 241912614 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Wondering whether or not you really need a financial advisor or if you could just figure it out on your own? Why do people choose to approach financial planning like a DIY project, and why do some of those DIYers later change their mind?

On this episode:

1:04 - Why don’t some people choose to work with a financial advisor?

2:49 - What triggers someone to go from DIY to working with a financial advisor?

4:38 - What is a big mistake that happens with those who decide to DIY their financial plans?

6:34 - Is risk factored into a DIY financial plan?

Get the full show notes and additional resources by clicking here.

  continue reading

300 episodes

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