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Best Of: Limitations of Robo-Advisors

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Manage episode 421904918 series 3561330
Content provided by Impact Partnership and Jim Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Fox 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.

Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning.

In this episode, Jim discusses how a financial advisor may provide personalized advice and understand the emotional side of retirement planning.

Ready to begin planning for your retirement? Visit Financial Straight Talk today!

See omnystudio.com/listener for privacy information.

  continue reading

125 episodes

Artwork
iconShare
 
Manage episode 421904918 series 3561330
Content provided by Impact Partnership and Jim Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Fox 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.

Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning.

In this episode, Jim discusses how a financial advisor may provide personalized advice and understand the emotional side of retirement planning.

Ready to begin planning for your retirement? Visit Financial Straight Talk today!

See omnystudio.com/listener for privacy information.

  continue reading

125 episodes

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