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Ep 11: Who Even Needs an Advisor?
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A lot of people have been DIYing their financial plan, especially during the past decade when the market has been relatively good. But that won’t always be the case and having an advisor can help you navigate market downturns and prevent you from making emotional financial decisions.
So, who needs an advisor? Well, most of us. Maybe you are too much of a procrastinator. Or perhaps you just don’t have the time to learn about the market and different investment vehicles. That’s exactly what an advisor can help you with. Join us today as we discuss some questions you should ask yourself if you are considering looking for an advisor.
What we discuss today:
0:51 – Happy February!
1:45 – Are you a procrastinator?
5:38 – What do you know?
6:57 – We don’t know what we don’t know
8:50 – Do you have the time?
10:56 – Navigating all the information
12:50 – Reading the headlines
Get additional financial information: https://sephtonfinancial.com/podcasts/
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