Navigated to DIY Investing vs. Financial Advisors: What’s Right for You?

DIY Investing vs. Financial Advisors: What’s Right for You?

July 19
34 mins

Episode Description

In this weeks episode, Warren Ingram and Pieter de Villiers explore the financial planning journey, when to manage your own money, when to work with a financial advisor, and how to know when it’s time to move on from an advisor who no longer serves your best interests.

Key takeaways:

  • The pros and cons of DIY investing vs. hiring a financial advisor
  • Signs it’s time to consult a financial planner
  • When it’s better to fire your financial advisor
  • Why education, transparency, and respect matter in financial relationships
  • How to identify red flags in financial advisory services
  • The importance of self-awareness in financial decision-making


Learn more about Prescient Investment Management here.

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