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Do I Really Need a Financial Advisor?

2024/11/15

Ramsey Everyday Millionaires

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John

一位专注于跨境资本市场、并购和公司治理的资深律师。

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John 是一位刚脱离债务并开始进行投资的听众，他对投资有一定了解，但在学习 Ramsey Network 的 Baby Steps 理财计划后，他想知道在有财务顾问的情况下，是否还有必要自己学习投资。主持人/专家认为，如果 John 能够 comfortable 地选择投资基金，那么在现阶段，财务顾问并非必须。但是，随着人生阶段的推进以及财务状况变得复杂，例如退休规划、遗产规划、税务筹划等，最终还是需要财务顾问的帮助。

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Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!

Next Steps:

💰Need Help with your investments? Click here) to connect with a SmartVestor Pro.

🏠To learn more about how to plan for Retirement, click here)

🏦To learn more about Investing, click here)

🎓Create a college savings plan for your child’s future. Click here) to connect with a SmartVestor Pro.

Listen to more from Ramsey Network

🎙️ The Ramsey Show)** **

🧠 The Dr. John Delony Show)

🍸 Smart Money Happy Hour)

💡 The Rachel Cruze Show)

💰 George Kamel)

💼 The Ken Coleman Show)