AAR02 - Do I Need A Financial Advisor
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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The Investing for Beginners Podcast - Your Path to Financial Freedom
We make the complicated stock market simple. We show you how to take advantage of the emotions in the market with lessons from successful strategies such as value investing and dividend growth investing, with a few elements of growth investing and trend following.
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