Do You Really Need a Financial Advisor? Here’s How to Know

In this episode of Mindful Money, we’ll explore how to choose the right financial planning approach—DIY, digital advisors, or human advisors—based on your needs, goals, and preferences. We’ll highlight key questions to ask, common risks, and the value of consistency and mindfulness in navigating your financial journey with confidence.

In this episode:

• (00:00) - Intro
• (01:09) - Changes coming in 2025
• (04:33) - Honoring my brother’s legacy
• (08:12) - Deciding if you need a financial advisor
• (08:59) - Understanding different types of financial advice
• (10:51) - The three key financial decisions
• (13:01) - Exploring digital advisors
• (14:15) - Benefits of human advisors
• (18:59) - Questions to ask potential advisors
• (26:41) - Conclusion and next steps

Get full show notes and links at https://mindful.money. 

Watch the episode on YouTube: https://www.youtube.com/@MindfulMoney.