Episode 14
Why DIY Investors Still Need a Relationship With a Licensed Financial Professional
August 14, 202410m 40s
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Show Notes
In today's episode, Mike explains why managing a portfolio without a relationship with a licensed financial professional may be more limiting than you realize. Discover when it may make sense to be 100% DIY and when you may need to work with an advisor.
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Topics
retirement planningpersonal financeinvestingmarketsstocksretirement incomefinancial advisorDIY investing