Financially Free Era by SLP Wealth Behind the Planner's Desk: How Planners Really See You
Ever wonder what financial planners really think about their clients when the meeting's over? We're cracking open those candid conversations that happen behind closed doors. Inspired by a blog post that one of our readers sent to us: "Are you a DIYer, Validator, or Delegator when it comes to your finances," we're sharing some controversial hot takes that might be a little shocking to some of our listeners.
Key moments:
(02:24) Travis shares his journey from being a DIYer to a Delegator
(09:32) Validators struggle finding one-off planners because compliance requirements make occasional service impractical
(22:43) A simple investment mistake that often leads to massive future taxes
(38:27) Insider perspective: A lot of people are being ripped off by financial planners that charge too much
Resources mentioned:
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