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DIY vs Traditional Financial Advisors: Pros, Cons & Savings - With Josh Dudick & Brian Thorp
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Manage episode 366515726 series 3469306
Konten disediakan oleh Sarah Gilliland , Michael Dinich, Sarah Gilliland, and Michael Dinich. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Sarah Gilliland , Michael Dinich, Sarah Gilliland, and Michael Dinich atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
DESCRIPTION:
Welcome to The Wealth of Geeks Podcast! Join our host Sarah Gilliland and guests Josh Dudick and Brian Thorp as they explore personal finance, geek culture, and more.
In this episode, Josh and Brian dive into the debate between DIY/robo investing and traditional financial advisors.
Josh argues that the cost of an advisor can be excessive, advocating for self-learning to offset expenses.
Brian acknowledges high costs but highlights alternative compensation models for affordable options. He suggests focusing on debt and behavioral aspects before seeking an advisor.
The discussion emphasizes educating consumers to find the best financial solution for their needs.
GUEST BIO:
Josh Dudick - Josh is a Wall Street professional with over 15 years of experience in market strategy, trading, and investing. He has worked for major institutions such as Citibank and Chicago Trading Company and launched his own investment fund in 2019, which has outperformed the S&P 500. Aiming to level the playing field, he shares intelligent investing strategies and tax-optimizing tactics to help people achieve financial freedom. Having semi-retired in his 30s, Josh is dedicated to providing high-quality content to demystify money topics for all levels of financial knowledge.
Brian Thorp - Brian is the founder and CEO of Wealthtender, a prominent digital marketing platform that has made a significant impact in helping thousands of Americans make informed financial decisions. Since establishing the company in 2019, Wealthtender has emerged as a leading platform, offering valuable benefits to financial advisors, such as improved search engine rankings, enhanced online authority, and accelerated business growth.
LINKS:
Wealth of Geeks Website: https://wealthofgeeks.com/
Instagram: https://www.instagram.com/wealthofgeeks/
TikTok: https://www.tiktok.com/@wealthofgeeks.com
Facebook: https://www.facebook.com/wealthofgeeks
LinkedIn: https://www.linkedin.com/company/wealthofgeeks
Twitter: https://twitter.com/wealthofgeeks
Josh Dudick
Founder of: https://topdollarinvestor.com/
Facebook: https://www.facebook.com/profile.php?id=100086752015242
Twitter: https://twitter.com/TopDollarInvest
Instagram: https://www.instagram.com/top_dollar_investor/
LinkedIn: https://www.linkedin.com/in/josh-dudick-5b063710/
Pinterest: https://co.pinterest.com/topdollarinvestor/
Brian Thorp
Founder of: https://wealthtender.com/
Facebook: https://www.facebook.com/wealthtender/
Twitter: https://www.twitter.com/wealthtender
Instagram: https://www.instagram.com/wealthtender/
TikTok: https://www.tiktok.com/@wealthtender
YouTube: https://www.youtube.com/@wealthtender
LinkedIn: https://www.linkedin.com/in/briancthorp/
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