Personal Brand & Positioning
Should I trust a financial advisor with my money or learn to invest myself?
Answered independently in 2 episodes. Every line below is verbatim from the transcript, timestamped to the moment it was said.
The short answer
What the archive says
01Vet a financial advisor with actual knowledge: Jason passed the Series 6, 63, and 7 and found the role was selling pre-packaged funds, not managing money. source →
02Don't assume a bank rep or advisor is managing your money personally — Jason's $2,000 in an 'aggressive fund' dropped to $700, and the answer he got was 'market goes up, goes down.' source →
03Jason's first professionally managed account turned $2,000 into $700, which pushed him to learn to trade himself with the remaining $500. source →
In their words
What was actually said
How do you navigate this? Is that just when, hey, you need to find a good financial advisor that you trust? Or is it stop fooling yourself, learn this stuff.
If you're not interested in managing your money, you are left to finding a good financial advisor or a person you trust.
The episodes
2 episodes answer this
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