• Quantifying the Value Add of a Competent Financial Advisor

  • Mar 20 2025
  • Duración: 41 m
  • Podcast

Quantifying the Value Add of a Competent Financial Advisor

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  • Resumen

  • Is hiring a financial advisor really worth it, or can you manage your investments on your own? Many DIY investors feel confident in their abilities, but are they overlooking anything? In this episode, Ryan is joined by Ron and Nick to break down the real value of a competent financial advisor and the misconceptions about their role.

    Here’s what we cover in this episode:

    💰 More Than Just Stock Picking – Why advisors add value beyond the market

    📊 Asset Allocation & Cost Efficiency – The hidden factors that boost returns

    📉 Behavioral Coaching & Market Volatility – Avoid emotional investing mistakes

    🧾 Tax-Efficient Investing & Withdrawal Strategies – Keep more of your money


    0:00 – Intro

    1:50 – A big misconception

    3:56 – Things you can control

    8:22 – Asset allocation

    11:06 – Where advisors add value

    20:41 – Withdrawal strategies

    24:38 – Importance of planning

    31:14 – Behavioral coach

    36:38 – Final Takeaway


    Connect with us:

    Web: https://wyzewealthadvisors.com/
    Phone: 724-271-7019

    Watch the show on YouTube: https://bit.ly/3Ssra3H
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