Manage episode 241912614 series 2401637
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.