PodParley PodParley
PodParley PodParley
Log in

AAR02 - Do I Need A Financial Advisor

An episode of the The Investing for Beginners Podcast - Your Path to Financial Freedom podcast, hosted by By Andrew Sather, Stephen Morris, and Evan Raidt | Stock Market Guide to Buying Stocks, titled "AAR02 - Do I Need A Financial Advisor" was published on June 17, 2025 and runs 45 minutes.

June 17, 2025 ·45m · The Investing for Beginners Podcast - Your Path to Financial Freedom

0:00 / 0:00

Summary

In this episode of 'At Any Rate,' host Evan Raidt introduces Andrew Sather for a deep dive into the necessity and value of financial advisors for the average person. They discuss personal financial awakenings, the taboo surrounding financial discussions, and Andrew's decision to go the DIY route for managing his finances. Evan shares his experience with a financial advisor, weighing the pros and cons, and ultimately pulling his investments out to manage them himself. They cover essential financial steps, such as budgeting, automating investments, and planning for large purchases, advocating for empowerment and visibility over one's finances. This episode aims to demystify financial management and encourage listeners to take control of their financial future. 00:00 Introduction and Welcome 00:34 Andrew Sather's Financial Awakening 04:17 The Role of Financial Advisors 05:45 Personal Experience with a Financial Advisor 09:52 Managing Investments Independently 27:09 Steps to Financial Independence 36:34 Final Thoughts and Advice Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today’s show is sponsored by: Go to ⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today. Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠⁠ Stop overpaying for car insurance - So before you renew your  policy, do yourself a favor—download the Jerry app or head to ⁠JERRY dot AI slash BEGINNERS⁠ What do Dave and Andrew recommend? Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠⁠⁠finchat.io/ifb⁠ Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠⁠. Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠⁠⁠ For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode Description

In this episode of 'At Any Rate,' host Evan Raidt introduces Andrew Sather for a deep dive into the necessity and value of financial advisors for the average person. They discuss personal financial awakenings, the taboo surrounding financial discussions, and Andrew's decision to go the DIY route for managing his finances. Evan shares his experience with a financial advisor, weighing the pros and cons, and ultimately pulling his investments out to manage them himself. They cover essential financial steps, such as budgeting, automating investments, and planning for large purchases, advocating for empowerment and visibility over one's finances. This episode aims to demystify financial management and encourage listeners to take control of their financial future. 00:00 Introduction and Welcome 00:34 Andrew Sather's Financial Awakening 04:17 The Role of Financial Advisors 05:45 Personal Experience with a Financial Advisor 09:52 Managing Investments Independently 27:09 Steps to Financial Independence 36:34 Final Thoughts and Advice Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today’s show is sponsored by: Go to ⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today. Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠⁠ Stop overpaying for car insurance - So before you renew your  policy, do yourself a favor—download the Jerry app or head to ⁠JERRY dot AI slash BEGINNERS⁠ What do Dave and Andrew recommend? Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠⁠⁠finchat.io/ifb⁠ Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠⁠. Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠⁠⁠ For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Share this episode

Similar Episodes

How to Launch an Online Product in 90 Days & Make £100,000+

Apr 13, 2026 ·24m

Sticky Inflation Hits 3% as Energy Prices Surge

Apr 11, 2026 ·4m

Why Multigenerational Living Is Driving Renovations in 2026

Apr 10, 2026 ·3m

March Jobs Report: Is the Labor Market Slowing?

Apr 8, 2026 ·3m

He Made 40.3% on One Trade… Without Guessing or Gambling

Apr 6, 2026 ·21m

AI Data Center Moratorium? What It Means for Real Estate

Apr 6, 2026 ·3m

Similar Podcasts

Master Keys Real Estate Podcast Master Keys The Master Keys Podcast is hosted by Neal Andreino and Chandler Haliburton, two top real estate agents in Nova Scotia, Canada. Neal and Chandler have each built sizeable portfolios of investment properties and leverage their expertise to inform their clients as well as viewers. The podcast covers all things real estate from the first steps as a beginner all the way to expert skills for experienced investors. Please contact us with any questions or suggestions at [email protected] Capital Group: Investing for the long term Capital Group: Investing for the long term In this series of podcasts brought to you by Paperjam and Delano, experts from Capital Group are discussing views and perspectives on long-term investing through conversations moderated by Jim Kent.Hosted by Ausha. See ausha.co/privacy-policy for more information. Investing For Ocean Impact IUCN The Earth is in trouble. But the ocean can help.When it comes to tackling climate change and the biodiversity crisis, the ocean and the world’s coastlines offer many solutions. Yet these solutions don’t receive anywhere near enough money to realize them. And while governments and philanthropists should provide more funding, they can’t meet the challenge alone. Investments from the private sector are equally key to success.Entrepreneurs across the world need support to integrate restoration and conservation into sustainable businesses. Only then can we create profit, both for people and for planet.Join Dorothée Herr – manager of the IUCN’s Blue Natural Capital Financing Facility – to discover the reasons to invest in the ocean. In Investing For Ocean Impact we’ll talk to leading experts, global policymakers, and investment movers and shakers. We’ll also dive into real life, working examples of Nature-based Solutions, from seaweed farms to marine protected areas, and show how these ar Investing for Us Rich Masterson & Doug Page Are you confused by Wall Street and the stock trading professionals who seem to keep all the cards – and all the information – to themselves? Then spend time with “Investing for Us.” We explain how the stock market works, giving you the information you need to put more money into your pocket.
URL copied to clipboard!