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The Long Term Investor

Retirement Planning: Should You Go It Alone or Hire An Advisor? (EP.185)

Jan 1, 2025
14:48

Ready to retire but uncertain about your next steps? Let’s build a retirement plan you can count on. Schedule a call with Peter now.

 

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Is managing your finances yourself costing you more than you realize? Discover the real value a financial advisor may be able to bring to your retirement planning.

 

This episode explores the pros and cons of going solo in your financial journey versus partnering with a professional advisor. Using relatable analogies and real-life examples, Peter highlights how a financial advisor may be able to help you avoid costly mistakes, seize growth opportunities, and simplify your financial life. Whether you’re a do-it-yourself investor or considering professional guidance, this episode provides practical insights to help you understand if professional guidance could be a good fit for you.

 

Listen now and learn:

  • The hidden costs and risks of do-it-yourself retirement planning.

  • How financial advisors bring value beyond just managing investments.

  • Practical considerations for deciding when and why to hire an advisor.

  • The benefits of having a comprehensive financial plan for long-term success.

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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