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Do You Really Need a Financial Advisor?
Episode 124

Do You Really Need a Financial Advisor?

In this episode, I tackle one of the most common questions—should you manage your investments or hire an advisor? After working with dozens of women across industries, I’ve found a surprising truth.

The Wealth Equation

September 18, 202424m 17sExplicit

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Show Notes

In this episode, I tackle one of the most common questions—should you manage your investments or hire an advisor? After working with dozens of women across industries, I’ve found a surprising truth.

Here’s what I break down in this episode:

  • The real reasons women use financial advisors and why those reasons don’t hold up.
  • How advisors are costing you *millions* over your lifetime.
  • A surprising study that compares professional stock pickers to a monkey with a dartboard (and who won).
  • Why investing is much simpler than the industry leads you to believe.


 

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Topics

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