How to know if you need a financial advisor - and what kind to get

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  • เผยแพร่เมื่อ 21 พ.ย. 2024
  • Whether you’re planning for retirement, saving for college, or starting a business, you may decide that you need someone with more expertise to come up with a plan to get there. CNBC’s Sharon Epperson joins TODAY to share the best options when it comes to managing your money.
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    #FinancialAdvisor #PersonalFinance #Money
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ความคิดเห็น • 19

  • @davidbrooks8809
    @davidbrooks8809 5 หลายเดือนก่อน +2

    Great Information

  • @calr4459
    @calr4459 5 หลายเดือนก่อน +2

    One question an investment advisor never answers is “ if I gave you $500K ten years ago what would the current value be?”. I get a few that say “this s the same portfolio my mother has.”

    • @afridgetoofar1818
      @afridgetoofar1818 4 หลายเดือนก่อน

      Why do I, as a 35 year old, want the same portfolio as your 79 year old mother? That doesn't make sense.

    • @BenGoldstein-r5e
      @BenGoldstein-r5e 11 วันที่ผ่านมา

      In crypto. That would be $$8M

    • @rgarri6396
      @rgarri6396 10 วันที่ผ่านมา

      @@BenGoldstein-r5e it could be 100 thousand if it goes down like warren buffet thinks! You have no idea what bitcoin will be in 10 years.

    • @BenGoldstein-r5e
      @BenGoldstein-r5e 10 วันที่ผ่านมา

      @rgarri6396 at least you should give it a trial. I can refer you to a broker that I'm currently using at the moment. They have lot of offers though.

  • @rgarri6396
    @rgarri6396 4 หลายเดือนก่อน +3

    Most not all will not help you if you don’t have a large account. They want to get their hands on that money. Never take advice from someone who has there hand in your wallet!

    • @BenGoldstein-r5e
      @BenGoldstein-r5e 11 วันที่ผ่านมา

      You’re right that’s why you should invest on yourself and give crypto a thought.

  • @Ray03595
    @Ray03595 5 หลายเดือนก่อน +1

    Not needed. Do your own research. Lots of articles and forums from people who also just figured it out themselves. Rule 1 for beginners is don’t be intimidated by the stock market. It’s not as complicated as analysts, advisors make it out to be. You can literally just invest in an ETF that tracks the S&P 500 and grow wealth from that. If your job offers a 401k you should at minimum be putting up a percentage of your paycheck to max your company match. It’s free money.

  • @scoobie8amg
    @scoobie8amg 5 หลายเดือนก่อน +9

    Financial advisors are a scam. You dont need one for basic investing.

  • @LorenRyburn-hx8gi
    @LorenRyburn-hx8gi 5 หลายเดือนก่อน

    I'm my own finance financer ,
    I'm smart, because I had to fight 4 a living. It's without any help after my 🚗 accident. No $000,000,000 for "' ME ! ! ! "'

  • @LorenRyburn-hx8gi
    @LorenRyburn-hx8gi 5 หลายเดือนก่อน +1

    EIGHT HOURS

  • @LorenRyburn-hx8gi
    @LorenRyburn-hx8gi 5 หลายเดือนก่อน

    Oliver

  • @jimbojimbo6873
    @jimbojimbo6873 5 หลายเดือนก่อน

    If you aren’t lating pipe everyday then you need a financial advisor

  • @LorenRyburn-hx8gi
    @LorenRyburn-hx8gi 5 หลายเดือนก่อน +1

    🌏 ⚖️ 🇺🇸

  • @littlenicksovann3889
    @littlenicksovann3889 5 หลายเดือนก่อน +1

    BS