Do Smart Investors Need a Financial Planner?

The Roth Guy with Jude Wilson

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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/series-3594218">The Innovators & Investors Podcast</a></span>

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The Innovators & Investors Podcast

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The Innovators & Investors Podcast: Connecting the Startup Ecosystem. We are on a mission to bridge the gap between founders, investors, and industry leaders across the early-stage ecosystem. By bringing together visionaries from cutting-edge startups, venture capitalists, family offices, angel investors, accelerators, and studios, we offer a platform for sharing invaluable insights, market trends, and first-hand experiences. Whether you’re an entrepreneur navigating the challenges of building a business or an investor seeking opportunities in emerging technologies, our podcast provides a front-row seat to the dynamic world of innovation and investment. Tune in to gain a comprehensive understanding of the startup landscape, stay ahead of the curve, and benefit from the collective wisdom of those shaping the future. Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/

about a year ago 17:13

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If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners sent in after years of handling 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

1:45 – DIY investors

4:13 – Much more than investment advice

6:11 – Two client stories

7:56 – Relationships

10:06 – Life changes

13:08 – Showing our value

Connect:

Website: https://centrusfs.com/podcast/

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

136 episodes

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