Who Is Really Managing Your Money? The Truth About Financial Advisors & Your Investments
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Most people assume their financial advisor actively manages their investments, watches the markets, researches opportunities, and decides when to move their money. But what if that’s not how the traditional financial advisory model works?
Cameron Christiansen and Anthony Faso continue their Money Myth series by exploring who may be making your investment decisions and what you’re paying your financial advisor to do. If your goal is to create enough passive income to cover your monthly expenses, it’s worth asking whether your current investments are helping you close that gap.
Listen to the full episode to understand what your advisor may (and may not) be doing with your money, and why looking beyond the traditional investment model might be a better way to build wealth.
In This Episode:
– What does your financial advisor really do?
– Why do investors assume advisors manage their investments?
– Who actually makes your investment decisions?
– What happens when the market drops?
– What investments are outside the traditional financial system?
– How do you calculate your financial freedom gap?
– When should you look beyond the traditional financial advisor model?
Resources
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Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.
This episode is sponsored by a podcast show partner. We may receive compensation if you use the links or services mentioned in this episode.
The hosts may have a financial interest in the programs or services mentioned in this episode.
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