Can Financial Planning Be A DIY Job?


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By Eric Peterson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

61 episodes