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Financial Straight Talk

Financial Straight Talk

Business:Investing

Best Of: Limitations of Robo-Advisors

Best Of: Limitations of Robo-Advisors

2024-06-04
Download Right click and do "save link as"

Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning.

In this episode, Jim discusses how a financial advisor may provide personalized advice and understand the emotional side of retirement planning.

Ready to begin planning for your retirement? Visit Financial Straight Talk today!

See omnystudio.com/listener for privacy information.

view more

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