
If you’ve ever searched, “Are financial advisors worth it?” you’ve probably seen the same advice: “You get market returns minus the fee.” So why pay for help? In this episode, I explain what often gets missed in that conversation — especially for high earners and people with more complex financial lives. Key Takeaways 0:00 Introduction 1:19 Are financial advisors worth it?1:37 The common misconception about fees 2:17 The biggest costs are invisible2:48 Why advice matters more a...
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305: How to Reduce Taxes on IPO Wealth (Before It’s Too Late)

304: 5 Questions Every Tax-Aware Investor Should Ask Before Hiring an Advisor

303: Should You Consolidate Retirement Accounts? (401k & IRA Explained)

302: Pre-IPO? How to Reduce Taxes Before a Liquidity Event
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