Do I need a financial advisor?

31m ·

Do I need a financial advisor?

Building wealth through investing can be hard to figure out on your own. That’s why many people—from novice investors to well-known experts—rely on financial advisors. But what does a financial advisor do, anyway? Do you even need a financial advisor? How do you find one? More importantly, how do you find a good one?

In this episode, Bright and Brian answer those questions (and more) with some help from guest Ali Mahbod, a financial advisor with Truist Wealth's Client Advisory Center. Learn what to look for in an advisor—and what questions you should ask them.

Tune in to learn:

• The difference between a robo-advisor and a human advisor

• Five common finance questions Ali gets—and how he answers them

• How advisors are paid for their services

• What credentials to look for in an advisor

• How a financial advisor can help you budget and plan for retirement

This content does not constitute legal, tax, accounting, financial, mental health, or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial, or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

Truist Invest Pro is offered by Truist Advisory Services, Inc., an SEC registered investment adviser affiliate of Truist Financial Corporation.

Investment and Insurance Products:

• Are not FDIC or any other Government Agency Insured

• Are not Bank Guaranteed

• May Lose Value

Read more

Login to see and leave a comments

  • Chris

    I find these weekly podcasts to be super inspirational, they seem to always motivate me to look at my purpose. Matt not only brings in his personal life experiences but he delivers them in such a way that they are relatable.

    ·9 likes·
    laurin

    the intro is way to long but good episode still skip till 5:30

    2 months ago·5 likes·
    Gillian

    Packed with purpose! These short bites of knowledge and wonder will give you inspiration to stay on your mission, build consistency, and serve others with all your heart!

    2 months ago·4 likes·
    Daisyee

    Packed with purpose! These short bites of knowledge and wonder will give you inspiration to stay on your mission, build consistency, and serve others with all your heart!

    2 months ago·10 likes·
  • Sophie

    @Mario This podcast is super fun to listen to and motivating, keep those new episodes going

    ·3 likes·
    Josh

    Going back trough all the episodes, amazing podcast

    2 months ago·2 likes·
  • Mario

    Love the podcast, good episode and clear audio! Keep these comming

    ·4 likes·
    laurin

    This podcast and the sub has made the show better

    2 months ago·7 likes·

Podcast hosts

No host has claimed this podcast yet, if you are the host you can verify ownership by claiming this podcast