Everybody needs some type of financial game plan in order to be successful, but that doesn't mean that everyone has to, or even should, work with a financial planner to create that plan. In this episode, Jason shares the truth most financial advisors won't tell you about when you should manage things on your own. If you're managing your own portfolio now or questioning whether or not working with the advisor you have is really beneficial to you, this episode is for you!
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More