E8: Why should I work with a financial advisor when I can just do it myself?

With the rise of index funds and DIY investing apps, many people wonder if they really need a professional guide. John from Kenosha asks the “million-dollar question,” and Mark shares his personal journey from a DIY investor to a professional advisor. Using a landscaping analogy, Mark explains why a “vanilla” plan might look okay, but a professional plan is designed to survive.

You’ll learn about the “tools” an advisor brings that go far beyond just picking stocks—including tax efficiencies, income guarantees, and alternative investments. We also discuss the “Greater Fool Theory” and how emotions can cause DIY investors to zig when they should zag. Watch to learn why an advisor’s real value is helping you avoid the mistakes you don’t even know you’re making.