Do Smart Investors Need a Financial Planner?

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners sent in after years of handling 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 what we discuss in this episode: 0:00 – Intro 1:45 – DIY investors 4:13 – Much more than investment advice 6:11 – Two client stories 7:56 – Relationships 10:06 – Life changes 13:08 – Showing our value   Connect: Website: https://centrusfs.com/podcast/   Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/ Read our Disclosure: https://docs.google.com/document/d/129gq1ZKnyIXyA6-vyWXMg5oCH4mx0S44/edit?usp=sharing&ouid=118442068585128500668&rtpof=true&sd=true