Do You Actually Need a Financial Advisor?

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 19 May 2021

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Why do you need a financial advisor if index investing beats managed investing after fees? And does a financial planner help you buy or sell a house in this crazy market environment? We'll walk you through these questions and more in this week's Q&A episode! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Alright, cool. Let's run. How would you feel about giving away?
0:03.8	Ruby, can I give someone away today?
0:06.0	Oh, she gave me a thumbs up. Ruby, I love it when she lets me give stuff.
0:09.2	Oh, the double thumbs up.
0:10.1	Away.
0:11.0	It's Brian Preston, the money guy.
0:14.0	Restoring order to your financial chaos.
0:16.9	Retirement.
0:17.9	Investing. Taxing.
0:19.8	You've got financial questions.
0:21.4	He's got financial answers.
0:23.3	It's Brian Preston, the money guy.
0:26.0	Here's what you can't say.
0:28.5	Why do we need a financial advisor?
0:30.6	If the academic research shows index investing beats,
0:35.4	managed investing, after fees.
0:37.6	That's a great question.
0:39.5	I'm going to cry.
0:40.4	I'm going to cry this up and I'm kind of mad.
0:41.6	We didn't put this in the show.
0:43.2	Hey, Nate, start it over.
0:44.8	Let's put this in the back.
	...

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