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Quantifying the Value Add of a Competent Financial Advisor
Manage episode 472490782 series 3594497
Ryan Wyatt द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Ryan Wyatt या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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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