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If You’re a Smart Investor, Do You Really Need a Financial Advisor episode artwork

EPISODE · Feb 13, 2025 · 18 MIN

If You’re a Smart Investor, Do You Really Need a Financial Advisor

from Mondays With Matt Podcast · host Matt Starke

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. 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.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

What this episode covers

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. 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.   Contact: Great Lakes Retirement Website: http://www.greatlakesretirementsolutions.com/ Call: 989-401-2949

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If You’re a Smart Investor, Do You Really Need a Financial Advisor

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How long is this episode of Mondays With Matt Podcast?

This episode is 18 minutes long.

When was this Mondays With Matt Podcast episode published?

This episode was published on February 13, 2025.

What is this episode about?

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. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is...

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