AAR02 - Do I Need A Financial Advisor

The Investing for Beginners Podcast - Your Path to Financial Freedom

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2d ago 47:08

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In this episode of 'At Any Rate,' host Evan Raidt introduces Andrew Sather for a deep dive into the necessity and value of financial advisors for the average person.

They discuss personal financial awakenings, the taboo surrounding financial discussions, and Andrew's decision to go the DIY route for managing his finances.

Evan shares his experience with a financial advisor, weighing the pros and cons, and ultimately pulling his investments out to manage them himself.

They cover essential financial steps, such as budgeting, automating investments, and planning for large purchases, advocating for empowerment and visibility over one's finances.

This episode aims to demystify financial management and encourage listeners to take control of their financial future.

00:00 Introduction and Welcome

00:34 Andrew Sather's Financial Awakening

04:17 The Role of Financial Advisors

05:45 Personal Experience with a Financial Advisor

09:52 Managing Investments Independently

27:09 Steps to Financial Independence

36:34 Final Thoughts and Advice

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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