The Wealth Equation

Do You Really Need a Financial Advisor?

Episode Summary

In this episode, I tackle one of the most common questions—should you manage your investments or hire an advisor? After working with dozens of women across industries, I’ve found a surprising truth.

Episode Notes

In this episode, I tackle one of the most common questions—should you manage your investments or hire an advisor? After working with dozens of women across industries, I’ve found a surprising truth.

Here’s what I break down in this episode:

• The real reasons women use financial advisors and why those reasons don’t hold up.
• How advisors are costing you *millions* over your lifetime.
• A surprising study that compares professional stock pickers to a monkey with a dartboard (and who won).
• Why investing is much simpler than the industry leads you to believe.

🥂THE 100K PORTFOLIO ACCELERATOR: Everything you need to go from $0 to your first 100K invested in 6 weeks.

Leave with a fully optimize portfolio.

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