Preview Mode Links will not work in preview mode

Financially Simple Bizcast


The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Oct 28, 2019

In episode 203 of Financially Simple, Justin examines the perceived value add of an Investment Advisor when investing.

When you decide to invest, you might hire the services of an Investment Advisor or you might decide to go it alone using information that is readily available. Justin looks at two reports that investigate the topic of hiring an Investment Advisor, and the real and perceived value that having a professional on your side has.

Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening!

_________________

 

TIME INDEX:

01:03 - Should I DIY My Own Investing or Hire a Professional

04:06 - What The Research Says: Vanguard Study 2016

07:52 - The Value of an Investment Advisor

10:54 - Vanguard 2019 Study

12:40 - Perceived Value: Morningstar Study

14:01 - Investors Perceived Value of Advisors

16:02 - Advisors Perceived Value of Their Services

18:34 - What Does All This Mean

20:49 - Wrap Up

_________________

 

RESOURCES:

Vanguard Alpha Study

Financially Simple Educational Website

Financially Simple on YouTube

Financially Simple podcasts are recorded on a Blue Yeti Microphone & Samsung Notebook 9.

Subscribe to the Financially Simple Newsletter

NEW Book: The Ultimate Sale - A Financially Simple Guide to Selling Your Business for Maximum Profit

_________________

 

BIO:

Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.