E23: 13 Myths About Working With a Financial Advisor

Episode 23

Oct 2, 2019

Let's talk about the myths surrounding financial advisors and get the real story.

Listen to "E23: 13 Myths About Working With a Financial Advisor" on Spreaker.
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EPISODE 23

13 Myths About Working With a Financial Advisor

Note: this podcast episode can also be read as an article: 13 Myths About Working With a Financial Advisor [blog].

Let's talk about the myths surrounding financial advisors and get the real story.

  1. I have to have a lot of money to work with a financial advisor.
  2. A financial advisor will make me feel dumb.
  3. A financial advisor will just tell me to stop spending money so I will have to just wait until retirement to do what I want to do.
  4. A financial advisor will put all my money in stocks and that sounds scary and risky.
  5. I need someone local to me and I’ll have to drive to their office all the time to meet.
  6. I will feel embarrassed about my money habits.
  7. It will cost too much in fees.
  8. I’ll have to hand my money over to someone and I don’t want to do that.
  9. A financial advisor will just try to sell me products to make a commission.
  10. My life is so simple, I don’t need a financial advisor.
  11. All financial advisors do is tell me how to invest my money.
  12. I don’t need a financial advisor because I can do it all myself.
  13. I hate math and numbers and working with a financial advisor will be so boring and it sounds terrible.


Intro/outtro music credit: eccentric - I Can Show You [Argofox Release] by Argofox

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