Are index funds the easy button for investing—or is there a deeper reason to work with a financial advisor? Brad Connors and Mega Matt break it down on today’s iWealth Podcast.
Learn how managed accounts add value beyond simple returns by helping you ask the right questions, plan for your full financial picture, and make smarter long-term decisions.
🎯 When indexing alone works—and when it falls short 🎯 Why life planning matters just as much as portfolio management 🎯 The real value an advisor brings beyond investment selection 🎯 How to know if you're truly getting what you pay for
It’s not just about the lowest cost—it’s about building a smarter, more durable financial future.
#iWealthPodcast #InvestingWisely #FinancialPlanning #LongTermInvesting #FinancialFreedom #ManagedAccounts #IndexFunds #BradConnors #MegaMatt
