Hire a Financial Advisor or Do It Yourself?

Glenn Frank recently joined Joe Casey on the Joe’s Retirement Wisdom Podcast to discuss one of the most consequential decisions investors face: whether to manage their own investments or hire a financial advisor.

In this 19-minute episode, Glenn examines the advantages and risks of both approaches, including costs, emotional decision-making, portfolio construction, and the role advisors can play beyond investment selection. The conversation also addresses how advisors may help clients navigate periods of market stress, depending on individual circumstances, what to look for when evaluating an advisor, and subtle red flags that may indicate misaligned incentives.

The episode is designed to help listeners think more clearly about the decision itself, not to push a particular outcome. It provides a structured framework for evaluating which approach is appropriate given an individual’s time, complexity, and long-term goals. If you’d like to go deeper, attend one of Glenn’s regularly scheduled workshops.

This podcast is hosted by a third party and is provided for general educational purposes only. Participation by Glenn Frank does not constitute an endorsement of the host or any third-party products or services. The views and opinions expressed are those of the speakers as of the recording date and may not reflect current conditions. There is no obligation to update or revise the information discussed.

This content does not constitute individualized investment advice, legal advice, or tax advice, nor should it be construed as a recommendation or solicitation to buy or sell any security, investment strategy, or advisory service. Any references to market conditions, forecasts, or financial strategies are for illustrative and educational purposes only and may not be suitable for all individuals. Past discussions or examples are not indicative of future results.