June 17, 2025
AAR02 - Do I Need A Financial Advisor
The Investing for Beginners Podcast - Your Path to Financial FreedomAbout this episode
In this episode of 'At Any Rate,' host Evan Raidt introduces Andrew Sather for a deep dive into the necessity and value of financial advisors for the average person . They discuss personal financial awakenings, the taboo surrounding financial discussions, and Andrew's decision to go the DIY route for managing his finances. Evan shares his experience with a financial advisor, weighing the pros and cons, and ultimately pulling his investments out to manage them himself. They cover essential financial steps, such as budgeting, automating investments, and planning for large purchases, advocating for empowerment and visibility over one's finances. This episode aims to demystify financial management and encourage listeners to take control of their financial future. 00:00 Introduction and Welcome 00:34 Andrew Sather's Financial Awakening 04:17 The Role of Financial Advisors 05:45 Personal Experience with a Financial Advisor 09:52 Managing Investments Independently 27:09 Steps to Financial Independence 36:34 Final Thoughts and Advice Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today’s show is sponsored by: Go to SHOPIFY.COM/beginners to start selling with Shopify today. Get your summer savings and shop premium wireless plans at MintMobile.com/beginners Stop overpaying for car insurance - So before you renew your policy, do yourself a favor—download the Jerry app or head to JERRY dot AI slash BEGINNERS What do Dave and Andrew recommend? Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): finchat.io/ifb Andrew works really hard to find the best insights he can every single month at Value Spotlight . To see a sample of his previous work, go to stockwriteup.com . Have questions? Send them to newsletter@einvestingforbeginners.com SUBSCRIBE TO THE SHOW Apple | Spotify | YouTube | Amazon | Tunein For sponsorship inquiries, reach out to us at equity@einvestingforbeginners.com . Learn more about your ad choices. Visit megaphone.fm/adchoices