Do You Really Need a Financial Advisor? episode artwork

EPISODE · Sep 18, 2024 · 24 MIN

Do You Really Need a Financial Advisor?

from The Wealth Equation · host Kristen Wonch

In this episode, I tackle one of the most common questions—should you manage your investments or hire an advisor? After working with dozens of women across industries, I’ve found a surprising truth.Here’s what I break down in this episode:The real reasons women use financial advisors and why those reasons don’t hold up.How advisors are costing you *millions* over your lifetime.A surprising study that compares professional stock pickers to a monkey with a dartboard (and who won).Why investing is much simpler than the industry leads you to believe. 🥂THE 100K PORTFOLIO ACCELERATOR: Everything you need to go from $0 to your first 100K invested in 6 weeks.Leave with a fully optimize portfolio.This is your only chance to get in this year. 2 spots left.DM me SHORTBREAD COOKIE on Facebook for the deets HERE 💰 WORK WITH ME:🚀 The 7 Figure Portfolio: a 6 week accelerator to 2-3X your investment returns + build a low maintenance portfolio on track for 7 figures without a Wall Street dude. DM me on IG or FB with '7-FIG' 💰Join the Compounding Queens Secret Telegram here: https://t.me/compoundingqueens Facebook - https://www.facebook.com/kristenwonchInstagram - https://www.instagram.com/kristenwonch.xox Email: [email protected]

Episode metadata supplied by the publisher feed · Published Sep 18, 2024

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In this episode, I tackle one of the most common questions—should you manage your investments or hire an advisor? After working with dozens of women across industries, I’ve found a surprising truth.

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Do You Really Need a Financial Advisor?

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