Mailbag: Do I Really Need An Advisor If I Have Enough Money?
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Mailbag: Do I Really Need An Advisor If I Have Enough Money?
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📞 Ready to take the next step?
Connect with the Peterson Financial team here 👉 https://petersonfg.com/
When it comes to retirement, having enough money doesn’t automatically mean having everything figured out. In this episode, Eric tackles real listener questions that reveal where even confident savers can still go wrong. From deciding whether an advisor adds value when money isn’t an issue, to the risks of relying on stock-picking and “passive income” strategies for early retirement, the conversation centers on one core idea: having options isn’t the same as having a strategy.
Here’s some of what we discuss in this episode:
💬 “If I already have more money than I’ll ever need, do I really need an advisor?”
💬 “Can I create reliable passive income by picking the right stocks and retiring early?”
💬 “How do we handle risk when my spouse and I don’t see money the same way?”
Get in touch with the Peterson Financial team: https://petersonfg.com/