Panic is Expensive -- Calm Down episode artwork

EPISODE · Mar 14, 2025 · 1H 13M

Panic is Expensive -- Calm Down

from The Pete the Planner® Show · host IBJ Media

Market downturns bring out the worst in investors—panic selling, emotional decisions, and a desperate need to ‘do something.’ But that’s exactly when a good financial advisor proves their worth. In this episode, we pull back the curtain on what advisors really do during turbulent times. From keeping clients from self-sabotage to executing tactical strategies like tax-loss harvesting and rebalancing, we break down why their value goes far beyond picking investments. Plus, why going it alone in a volatile market could be the most expensive mistake you ever make. If you've ever questioned whether an advisor is worth it, this episode is for you.

Episode metadata supplied by the publisher feed · Published Mar 14, 2025

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Panic is Expensive -- Calm Down

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