I really don't think like a re balanced, autumated portfolio of e t f is going to take a skilled, certified financial planner's job away. Most people think of myself as still a stockbroker. You know, it's about the investments. And ye, a big part is, again, that's not what financial planning is all about. But no, they say the majority of personal finance simply managing your cash flow,. learning how to save in a disciplined way and just be systematic about investing.
IN THIS EPISODE YOU’LL LEARN:
01:17 - Why you may need a financial advisor as a millennial.
01:17 - The value financial advisors add.
17:33 - Why robo-advisors won’t take over the financial advising industry.
22:49 - The most important thing keeping you from reaching your financial goals.
36:45 - Whether you should pay off your student loans or invest.
And much, much more!
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Read this episode’s transcript and full show notes on our website.
Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
Help us reach new listeners by leaving us arating and reviewon Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!