Listen "Value of Financial Advice"
Episode Synopsis
Welcome to the first episode of Wealth Management Bliss with Mike and Chris, the podcast where financial clarity meets real-life impact. In this episode, we’re diving into a topic that affects every investor, family, and retiree: the true value of professional financial advice.Too often, people assume managing money alone saves time or money—but the truth is, that DIY approach can lead to costly mistakes. Mike and Chris draw from years of experience to explain why having the right advisor can be one of the best investments you'll ever make.In this episode, you'll discover:What "value" really means in financial advising—beyond portfolio performanceThe hidden risks of a DIY approach to financial planningHow personalized guidance can support smarter decisions around retirement, taxes, and estate planningReal-world examples where expert advice helped clients avoid pitfalls or capitalize on opportunitiesWhat to look for in a trusted advisor—and red flags to avoidWhether you're just starting to build wealth or planning your legacy, this episode offers actionable insights to help you move forward with confidence.
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