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272. Why should I pay a financial advisor to invest in low-cost ETFs?

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Manage episode 471814460 series 3322284
Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Join us on this episode of A Wiser Retirement® Podcast, where we explore why paying a financial advisor to invest in ETFs may be worth the cost, even when providers like Vanguard offer these funds with low fees. Many investors wonder if they can simply do it themselves, but the real value of working with an advisor goes far beyond just selecting investments.

Related Podcast Episodes:
- Ep 213: How do I terminate a relationship with my financial advisor?
- Ep 191: Mutual Funds vs ETFs

Related YouTube Videos:

- What is a fee-only financial advisor?
- Will AI replace financial advisors?
- How to Hire a High-Net-Worth Financial Advisor

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Chapters

1. Introduction to ETF Investing (00:00:00)

2. The Value of Financial Advisors (00:19:08)

3. Understanding Passive vs. Active Investing (00:50:00)

4. Crafting a Strategic Portfolio Allocation (01:20:00)

5. The Importance of Rebalancing and Monitoring (02:05:00)

6. Behavioral Finance in Investing Decisions (03:00:00)

280 episodes

Artwork
iconShare
 
Manage episode 471814460 series 3322284
Content provided by Wiser Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiser Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Join us on this episode of A Wiser Retirement® Podcast, where we explore why paying a financial advisor to invest in ETFs may be worth the cost, even when providers like Vanguard offer these funds with low fees. Many investors wonder if they can simply do it themselves, but the real value of working with an advisor goes far beyond just selecting investments.

Related Podcast Episodes:
- Ep 213: How do I terminate a relationship with my financial advisor?
- Ep 191: Mutual Funds vs ETFs

Related YouTube Videos:

- What is a fee-only financial advisor?
- Will AI replace financial advisors?
- How to Hire a High-Net-Worth Financial Advisor

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

  continue reading

Chapters

1. Introduction to ETF Investing (00:00:00)

2. The Value of Financial Advisors (00:19:08)

3. Understanding Passive vs. Active Investing (00:50:00)

4. Crafting a Strategic Portfolio Allocation (01:20:00)

5. The Importance of Rebalancing and Monitoring (02:05:00)

6. Behavioral Finance in Investing Decisions (03:00:00)

280 episodes

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