Ep 319: How to determine whether financial advice is worth the cost

Investopoly

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22d ago 29:12

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In this episode, Stuart explores the critical question of whether financial advice is worth the cost. He delves into how the value of advice is closely tied to the amount you have to invest, the complexity of your financial needs, and the range of services required.
Stuart highlights how professional advice can optimise investment returns, reduce taxes, and prevent costly mistakes through behavioural coaching. He also discusses the true value of advice, emphasising its role in helping you achieve long-term lifestyle goals rather than merely chasing returns.
Additionally, Stuart provides a breakdown of the costs associated with financial advice and shares insights on when it might be better to take a DIY approach to managing your finances.
This episode is packed with practical guidance for anyone considering whether to engage a financial advisor.

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IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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