• If You’re a Smart Investor, Do You Really Need a Financial Advisor

  • Feb 13 2025
  • Duración: 19 m
  • Podcast

If You’re a Smart Investor, Do You Really Need a Financial Advisor

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  • Resumen

  • 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. He’s got an MBA, knows the markets well, and has always handled 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.

    Contact:

    Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/

    Call: 989-401-2949
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