Do Smart Investors Really Need a Financial Advisor?

Phil's Tax Hacks · Feb 20, 2025 · 15m

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question we’ve heard from a number of different people. 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.

Here’s what we discuss in this episode:

0:00 – Intro

2:15 – What is a financial advisor?

3:51 – More than investing

7:40 – DIY blindspots

12:05 – Value of an advisor

For more…