Retire On Your Best Path with Liz Whitteberry

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, 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.

Here’s some of what we discuss in today’s show:

• Where financial advisors provide value that DIY investors might not consider
• Some common blind spots or mistakes that smart DIY investors tend to overlook
• How experienced investors should plan for a future where they don’t want to (or can’t) actively manage their portfolios
• What Liz would say to investors who doubt that an advisor can help improve their finances

If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact

Check out Liz's YouTube Channel: Best Path Advisors - YouTube